Centrum PMS

AUM (Cr.)

1127.64

Clients

495

Inv. Approach

As On Date

30 September 2025

Centrum began its broking operations in 1994, later becoming a subsidiary of Centrum Capital Limited in FY 2011–12. Since then, it has actively expanded its offerings to include a comprehensive suite of Portfolio Management Services (PMS), featuring diverse investment strategies tailored to client objectives. As part of a recent internal reorganization, Centrum Broking Limited has been integrated into Centrum Investment Advisors Limited, effective June 1, 2025. This strategic consolidation is designed to streamline operations, foster stronger synergies across PMS, investment advisory, and broking services, and further strengthen Centrum’s position as a trusted financial solutions provider.

PMS Investments

PMS Investment Approach(s)		Returns
Investment Approach	Category	1 Yr Return	2 Yr Return	3 Yr Return	5 Yr Return	Inception Date
Deep Value IV	Small & Mid Cap	-16.56%	9.16%	12.12%	18.05%	Dec 2015
Micro	Small Cap	-12.47%	11.47%	17.19%	26.03%	Jul 2016
Flexi Cap	Multi Cap & Flexi Cap	-6.57%	13.84%	15.15%	18.95%	Jun 2011
Good To Great	Small & Mid Cap	-15.29%	8.96%	11.83%	18.41%	Jun 2019
Built To Last	Large Cap	-0.32%	13.06%	12.86%	14.22%	Jul 2019

*Returns are as of 30th September 2025, *Returns over 1 year are annualized, *Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data), *NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

Portfolio Managers

Mr. Abul Fateh

Fund Manager

Abul brings over 19 years of experience in the asset management industry, specializing in equity research and portfolio management. Throughout his career, he has held key positions at reputed financial institutions, including Parag Parikh Financial Services, DBS Cholamandalam Mutual Fund, Baroda BNP Paribas Mutual Fund, and, most recently, at True Beacon Investment Advisors, where he served as Head of Fundamental Equities. During his tenure at Baroda BNP Paribas Mutual Fund, Abul co-managed three distinct portfolios — India Consumption Fund, Business Cycle Fund, and Large & Midcap Fund — each with unique investment styles. He holds a Master’s Degree in Mathematics and a Post Graduate Diploma in Securities Markets from the Indian Institute of Capital Markets.

Centrum PMS

PMS Investments

Portfolio Managers

Mr. Abul Fateh

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