- Manager
- Centrum Investment Advisors
- Service
- Discretionary
- Asset class
- Equity
Centrum Good to Great NRI
−2.54%
1-year return
Benchmark BSE 500 TRI INDEX −2.33% · to 30 Sep 2026
Centrum Investment Advisors’ Centrum Good to Great NRI returned −2.54% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI INDEX. It managed ₹8.03 crore across its clients.
Key numbers
- AUM
- ₹8.03 Cr
- Benchmark
- BSE 500 TRI INDEX
- Turnover, past year
- 0.76×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI INDEX | Difference |
|---|---|---|---|
| 1 month | −2.15% | −5.57% | +3.42% |
| 3 months | −0.89% | −3.59% | +2.70% |
| 6 months | +19.64% | +8.07% | +11.57% |
| 1 year | −2.54% | −2.33% | −0.21% |
| 2 years | −8.28% | −3.93% | −4.35% |
| 3 years | +5.14% | +9.20% | −4.06% |
| 4 years | +7.87% | +11.21% | −3.34% |
| 5 years | +5.97% | +8.90% | −2.93% |
| Since inception | +13.71% | +14.62% | −0.91% |
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 equity92.34%₹7.42 Cr
- Mutual funds3.89%₹0.31 Cr
- Cash and other3.77%₹0.30 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.01 Cr
- Net, Sep 2026
- −₹0.01 Cr
- Net, FY to date
- −₹6.41 Cr
- Turnover, month
- 0.01×
- Turnover, past year
- 0.76×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Centrum Good to Great NRI returned?
−2.54% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.15%; 3 months: −0.89%; 6 months: 19.64%; 1 year: −2.54%; 2 years: −8.28%; 3 years: 5.14%; 4 years: 7.87%; 5 years: 5.97%; Since inception: 13.71%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI INDEX, returned −2.33% over the year, so the strategy was 0.21 percentage points behind.
How much does Centrum Good to Great NRI manage?
₹8.03 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 Good to Great NRI?
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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