Manager
Centrum Investment Advisors
Service
Discretionary
Asset class
Equity

Centrum Good to Great Portfolio

+0.27%

1-year return

Benchmark BSE 500 TRI INDEX −2.33% · to 30 Sep 2026

Centrum Investment Advisors’ Centrum Good to Great Portfolio returned 0.27% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI INDEX. It managed ₹60.30 crore across its clients.

Key numbers

AUM
₹60.30 Cr
Benchmark
BSE 500 TRI INDEX
Turnover, past year
0.91×
Min. investment
₹50 lakh (SEBI)
Reported to SEBI
30 Sep 2026

Returns vs benchmark

Centrum Good to Great Portfolio returns against the BSE 500 TRI INDEX
PeriodThis strategyBSE 500 TRI INDEXDifference
1 month+0.23%−5.57%+5.80%
3 months+2.08%−3.59%+5.67%
6 months+24.77%+8.07%+16.70%
1 year+0.27%−2.33%+2.60%
2 years−7.84%−3.93%−3.91%
3 years+5.98%+9.20%−3.22%
4 years+8.82%+11.21%−2.39%
5 years+6.98%+8.90%−1.92%
Since inception+15.60%+12.74%+2.86%

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 equity98.88%
  • Cash and other1.12%
  • Mutual funds0.00%

Flows and turnover

Inflow, Sep 2026
₹0
Outflow, Sep 2026
₹0.71 Cr
Net, Sep 2026
−₹0.71 Cr
Net, FY to date
−₹31.97 Cr
Turnover, month
0.07×
Turnover, past year
0.91×

Money clients put in and took out. The financial year runs from 1 April.

FAQs

What has Centrum Good to Great Portfolio returned?

0.27% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: 0.23%; 3 months: 2.08%; 6 months: 24.77%; 1 year: 0.27%; 2 years: −7.84%; 3 years: 5.98%; 4 years: 8.82%; 5 years: 6.98%; Since inception: 15.60%.

How has it done against its benchmark?

Its benchmark, the BSE 500 TRI INDEX, returned −2.33% over the year, so the strategy was 2.60 percentage points ahead.

How much does Centrum Good to Great Portfolio manage?

₹60.30 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 Portfolio?

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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