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Centrum - Good To Great
Centrum - Good To Great

Centrum - Good To Great

  • Centrum Broking Ltd
  • Small AND Mid Cap
  • 30
    Out of 33*
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PMS Bazaar
Portfolio age7 years, 2 months
0.13%
2.19%
Hurdle Rate**10.00%
Fixed fee2.75%
Min. Investment50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/07/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year
No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (11.07%)
Allocation by Market Cap
Small Cap (74.07%)
Mid Cap (11.79%)
Large Cap (3.07%)
Sector Holdings
  • Capital Goods15.35%
  • Realty11.32%
  • Consumer Services10.61%
  • Financial Services10.28%
  • Chemicals9.47%
Stock Holdings
  • Cash & Cash Equivalents11.07%
  • GNG Electronics Ltd6.07%
  • Anant Raj Limited6.04%
  • Suzlon Energy Ltd.5.49%
  • Time Technoplast Limited5.18%

PORTFOLIO MANAGERS

Rajiv Mehra
  • Manager Rank43 Out of 44
    i
    Rank is based on 3-year return
  • Schemes Managed5
  • Total AUMUndisclosed
  • Highest Return In 1 Yr5.2%
Profile

Rajiv brings over 20 years track record in the Indian Equities market, running macro & fundamental research in equities and managing equity funds on the buy side. He currently oversees the Discretionary Portfolios at Centrum Wealth. His last stint was with Sanctum Wealth as a Fund manager and prior to that he was with JM Financial. Rajiv has done his post-graduation in MBA Finance.

Other Schemes
AUM (₹ Cr)
₹2.48 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Large Cap
Category Rank
17 Out of 30
Fixed Fee
1.75%
AUM (₹ Cr)
₹29.37 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
149 Out of 284
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
41 Out of 62
Fixed Fee
2.00%
AUM (₹ Cr)
₹61.93 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
43 Out of 62
Fixed Fee
2.75%
AUM (₹ Cr)
₹11.38 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
20 Out of 28
Fixed Fee
2.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

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PEER ANALYSIS

AUM (₹ Cr)
₹61.93 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
43 Out of 62
Fixed Fee
2.75%
AUM (₹ Cr)
₹160.31 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 62
Fixed Fee
2.00%
AUM (₹ Cr)
₹11.41 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 62
Fixed Fee
2.50%
AUM (₹ Cr)
₹74.68 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 62
Fixed Fee
2.50%
AUM (₹ Cr)
₹3.73 Cr
Hurdle Rate
Nil
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 62
Fixed Fee
2.00%
AUM (₹ Cr)
₹607.62 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 62
Fixed Fee
2.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Centrum Broking Ltd
Centrum Broking Ltd manages assets worth Rs 1265.57 crores. Its current offering of PMS schemes includes 1 Large Cap, 1 Multi Cap And Flexi Cap, 2 Small And Mid Cap and 1 Small Cap schemes.

AUM (₹ cr)

1,265.57 (As on Jun, 2026)

Number of Schemes

5
Schemes From This AMC
AUM (₹ Cr)
₹2.48 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Large Cap
Category Rank
17 Out of 30
Fixed Fee
1.75%
AUM (₹ Cr)
₹29.37 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
149 Out of 284
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
41 Out of 62
Fixed Fee
2.00%
AUM (₹ Cr)
₹61.93 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
43 Out of 62
Fixed Fee
2.75%
AUM (₹ Cr)
₹11.38 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
20 Out of 28
Fixed Fee
2.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of Centrum - Good To Great?
The hurdle rate of Centrum - Good To Great is 10.00%.
What is the fixed fee charged in Centrum - Good To Great ?
The fixed fee charged in Centrum - Good To Great is 2.75%.
What is the variable fee charged in Centrum - Good To Great ?
The variable fee charged in Centrum - Good To Great is 1.75%.
What is the profit sharing in Centrum - Good To Great ?
The profit sharing in Centrum - Good To Great is 20% Profit Sharing Above 10% Hurdle.
What is the minimum investment in Centrum - Good To Great ?
The minimum investment in Centrum - Good To Great is ₹50 Lacs
What type of scheme is Centrum - Good To Great?
Centrum - Good To Great is an Equity scheme. It falls in the Small AND Mid Cap category.
What is the inception date of Centrum - Good To Great?
The inception date of Centrum - Good To Great is Jun 04, 2019.
What is the exit load of Centrum - Good To Great?
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.