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Centrum - Micro
Centrum - Micro

Centrum - Micro

  • Centrum Broking Ltd
  • Small Cap
  • 7
    Out of 15*
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Portfolio age10 years, 1 month
-0.55%
2.19%
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

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 (4.64%)
Allocation by Market Cap
Small Cap (94.36%)
Mid Cap (0.99%)
Large Cap (0%)
Sector Holdings
  • Capital Goods24.94%
  • Textiles15.25%
  • Consumer Services11.78%
  • Healthcare11.25%
  • Chemicals7.77%
Stock Holdings
  • Venus Pipes & Tubes Limited6.84%
  • Cash & Cash Equivalents6.83%
  • Stylam Industries Limited6.8%
  • Time Technoplast Limited6.11%
  • Supriya Lifescience Limited5.42%

PORTFOLIO MANAGERS

Rajiv Mehra
  • Manager Rank9 Out of 19
    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
  • table
  • Grid
Compare
Centrum - Built To Last
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%
Scheme Return
2.28%
Benchmark Return
2.19%
Centrum - Flexi Cap
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%
Scheme Return
1.2%
Benchmark Return
2.19%
Centrum - Deep Value IV
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%
Scheme Return
0.22%
Benchmark Return
2.19%
Centrum - Good To Great
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%
Scheme Return
0.13%
Benchmark Return
2.19%
Centrum - Micro
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%
Scheme Return
-0.55%
Benchmark Return
2.19%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)
11.38
(As on Jul, 2026)
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

FEE STRUCTURE

Fixed Fee
2.00%
Variable Fee
No Option
Hurdle Rate
No Option
Profit Sharing
No Option
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INVESTMENT 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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PEER ANALYSIS

  • table
  • Grid
Compare
Centrum - Micro
AUM (₹ Cr)
₹11.38 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
20 Out of 28
Fixed Fee
2.00%
Scheme Return
-0.55%
Benchmark Return
2.19%
Counter Cyclical - Diversified Long Term Value
AUM (₹ Cr)
₹1,025.60 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 28
Fixed Fee
No Option
Scheme Return
4.38%
Benchmark Return
2.19%
SageOne - Small Cap Portfolio
AUM (₹ Cr)
₹1,280.00 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 28
Fixed Fee
No Option
Scheme Return
4.3%
Benchmark Return
2.2%
Fort Capital - Value Fund
AUM (₹ Cr)
₹12.50 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 28
Fixed Fee
No Option
Scheme Return
4.02%
Benchmark Return
2.19%
Nine Rivers Capital - Aurum Small Cap Opportunities
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 28
Fixed Fee
2.00%
Scheme Return
3.85%
Benchmark Return
2.19%
SMID
AUM (₹ Cr)
₹136.71 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 28
Fixed Fee
2.50%
Scheme Return
3.01%
Benchmark Return
2.19%
*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
  • table
  • Grid
Compare
Centrum - Built To Last
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%
Scheme Return
2.28%
Benchmark Return
2.19%
Centrum - Flexi Cap
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%
Scheme Return
1.2%
Benchmark Return
2.19%
Centrum - Deep Value IV
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%
Scheme Return
0.22%
Benchmark Return
2.19%
Centrum - Good To Great
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%
Scheme Return
0.13%
Benchmark Return
2.19%
Centrum - Micro
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%
Scheme Return
-0.55%
Benchmark Return
2.19%
*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 - 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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