- Manager
- Centrum Investment Advisors
- Service
- Discretionary
- Asset class
- Equity
Centrum Deep Value IV
+0.52%
1-year return
Benchmark BSE 500 TRI INDEX −2.33% · to 30 Sep 2026
Centrum Investment Advisors’ Centrum Deep Value IV returned 0.52% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI INDEX. It managed ₹22.57 crore across its clients.
Key numbers
- AUM
- ₹22.57 Cr
- Benchmark
- BSE 500 TRI INDEX
- Turnover, past year
- 0.68×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI INDEX | Difference |
|---|---|---|---|
| 1 month | +0.31% | −5.57% | +5.88% |
| 3 months | +1.63% | −3.59% | +5.22% |
| 6 months | +25.44% | +8.07% | +17.37% |
| 1 year | +0.52% | −2.33% | +2.85% |
| 2 years | −8.42% | −3.93% | −4.49% |
| 3 years | +6.20% | +9.20% | −3.00% |
| 4 years | +9.09% | +11.21% | −2.12% |
| 5 years | +6.44% | +8.90% | −2.46% |
| Since inception | +13.84% | +13.27% | +0.57% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity98.17%₹22.15 Cr
- Cash and other1.83%₹0.41 Cr
- Mutual funds0.00%₹0 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.02 Cr
- Net, Sep 2026
- −₹0.02 Cr
- Net, FY to date
- −₹1.74 Cr
- Turnover, month
- 0.08×
- Turnover, past year
- 0.68×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Centrum Deep Value IV returned?
0.52% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 0.31%; 3 months: 1.63%; 6 months: 25.44%; 1 year: 0.52%; 2 years: −8.42%; 3 years: 6.20%; 4 years: 9.09%; 5 years: 6.44%; Since inception: 13.84%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI INDEX, returned −2.33% over the year, so the strategy was 2.85 percentage points ahead.
How much does Centrum Deep Value IV manage?
₹22.57 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Centrum Deep Value IV?
Centrum Investment Advisors, a SEBI-registered portfolio manager (INP000007535), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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