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Centrum - Micro
Centrum - Micro

Centrum - Micro

  • Centrum Broking Ltd
  • Small Cap
  • 8
    Out of 12*
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Portfolio age9 years, 4 months
3.56%
4.27%
Hurdle Rate**0.00%
Fixed fee2.00%
Min. Investment₹50 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

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (8.8%)
Allocation by Market Cap
Small Cap (91.2%)
Mid Cap (0%)
Large Cap (0%)
Sector Holdings
  • Capital Goods21.63%
  • Textiles18.06%
  • Consumer Durables12.38%
  • Realty9.79%
  • Consumer Services8.18%
Stock Holdings
  • Cash & Cash Equivalents8.8%
  • Time Technoplast Limited6.6%
  • Pricol Limited6.09%
  • Puravankara Limited5.98%
  • Stylam Industries Limited5.24%

bt_logoPORTFOLIO MANAGERS

Abul Fateh
  • Manager Rank8 Out of 14
    i
    Rank is based on 3-year return
  • Schemes Managed5
  • Total AUMUndisclosed
  • Highest Return In 1 Yr9.02%
Profile

Abul brings over 19 Years of experience in the asset management industry, driving high quality equity research and portfolio management. He has held different positions with leading financial institutions such as Parag Parikh Financial Services, DBS Cholamandalam Mutual Fund, Baroda BNP Paribas Mutual Fund and most recently with True Beacon Investment Advisors where he was the head of fundamental Equities. During his tenure with Baroda BNP Paribas Mutual Fund he co-managed three portfolios of different styles, India Consumption fund, Business Cycle Fund and Large & Midcap Fund. Abul holds a Master’s Degree in Mathematics and a Post graduate Diploma in Securities Markets from Indian Institute of Capital Markets.

Other Schemes
  • table
  • Grid
Compare
Centrum - Flexi Cap
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
24 Out of 251
Fixed Fee
2.50%
Scheme Return
5.98%
Benchmark Return
4.27%
Centrum - Deep Value IV
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
8 Out of 53
Fixed Fee
2%
Scheme Return
5.31%
Benchmark Return
4.27%
Centrum - Good To Great
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
10 Out of 53
Fixed Fee
2.75%
Scheme Return
5.19%
Benchmark Return
4.27%
Centrum - Built To Last
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Large Cap
Category Rank
9 Out of 28
Fixed Fee
1.75%
Scheme Return
4.72%
Benchmark Return
4.27%
Centrum - Micro
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
11 Out of 28
Fixed Fee
2.00%
Scheme Return
3.56%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
UNDISC.
(As on Oct, 2025)
Inception Date
Jul 19, 2016
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.00%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
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bt_logoINVESTMENT PHILOSOPHY

Objective

To seek long term capital appreciation by investing predominantly in equity/equity-related instruments of companies that can be termed as microcaps.In order to provide stability to the portfolio, exposure to large cap stocks may be taken in a weightage that is seen suitable depending on the market condition

Investment Approach

Identify stock specific ideas which would show potential for outsized returns. Identify emerging themes for significant wealth creation using our ‘EDGE’ framework .Identify companies with higher standards of corporate governance. Identify any other appropriate investment opportunity including turnaround cases

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Centrum - Micro
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
11 Out of 28
Fixed Fee
2.00%
Scheme Return
3.56%
Benchmark Return
4.27%
Sundaram Alternates - Rising Stars
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 28
Fixed Fee
2.50%
Scheme Return
10.5%
Benchmark Return
4.27%
Right Horizons - Super Value Aggressive
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 28
Fixed Fee
No Option
Scheme Return
9.47%
Benchmark Return
4.27%
FACTORALPHA SMALLCAP PMS
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 28
Fixed Fee
2.00%
Scheme Return
8.7%
Benchmark Return
4.27%
Emerging
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 28
Fixed Fee
No Option
Scheme Return
5.78%
Benchmark Return
4.62%
Smart Alpha Small & Micro Cap
AUM (₹ Cr)
₹46.00 Cr
Hurdle Rate
10.00% 8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 28
Fixed Fee
2.50%
Scheme Return
5.59%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Centrum Broking Ltd
Centrum Broking Ltd manages assets worth Rs 1290.41 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap, 2 Small And Mid Cap, 1 Large Cap and 1 Small Cap schemes.

AUM (₹ cr)

1,290.41 (As on Oct, 2025)

Number of Schemes

5
Schemes From This AMC
  • table
  • Grid
Compare
Centrum - Flexi Cap
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
24 Out of 251
Fixed Fee
2.50%
Scheme Return
5.98%
Benchmark Return
4.27%
Centrum - Deep Value IV
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
8 Out of 53
Fixed Fee
2%
Scheme Return
5.31%
Benchmark Return
4.27%
Centrum - Good To Great
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
10 Out of 53
Fixed Fee
2.75%
Scheme Return
5.19%
Benchmark Return
4.27%
Centrum - Built To Last
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Large Cap
Category Rank
9 Out of 28
Fixed Fee
1.75%
Scheme Return
4.72%
Benchmark Return
4.27%
Centrum - Micro
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small Cap
Category Rank
11 Out of 28
Fixed Fee
2.00%
Scheme Return
3.56%
Benchmark Return
4.27%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Centrum - Micro?
There is no option for Hurdle rate.
What is the fixed fee charged in Centrum - Micro ?
The fixed fee charged in Centrum - Micro is 2.00%.
What is the variable fee charged in Centrum - Micro ?
There is no option for Variable fee.
What is the profit sharing in Centrum - Micro ?
There is no option for Profit sharing.
What is the minimum investment in Centrum - Micro ?
The minimum investment in Centrum - Micro is ₹50 Lacs
What type of scheme is Centrum - Micro?
Centrum - Micro is an Equity scheme. It falls in the Small Cap category.
What is the inception date of Centrum - Micro?
The inception date of Centrum - Micro is Jul 19, 2016.
What is the exit load of Centrum - Micro?
Exit load is 2.00% if redeemed in 0-1 year, 0% thereafter.

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