AMC :Centrum Pms

Strategy: Micro

Category : Small Cap

Incep Date :01-07-2016

Investment Objective :

The Portfolio objective is (i) To seek long term capital appreciation by investing predominantly in equity/equity-related instruments of companies that can be termed as microcaps (ii) 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 Description :

To seek long term capital appreciation by investing predominantly in equity/equity-related instruments of companies that can be termed as micro caps. 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 Strategy :

To build a portfolio of companies which have strong fundamentals, sound management, proven and stable business model, consistent operating performance and strong balance sheets to deliver consistent returns over the medium to long term. Protect the downside using various index/stock level derivative strategy.

Scheme Document

Coming soon