Portfolio Management Services (PMS)Compare Schemes
Capgrow - Growth vs Centrum PMS - Good to Great
Add SchemeGrowth of ₹1 Crore
Capgrow - Growth
Centrum PMS - Good to Great
Return for the risk
3 yrs return
0%
5%
10%
15%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.35%
1.70%
6 Months
3.75%
9.08%
1 Year
−5.76%
−2.99%
3 Years
3.98%
5.96%
5 Years
6.05%
8.08%
Since Inception
9.94%
15.75%
Fund Age
7 yrs 9 mo
7 yrs 2 mo
AUM
₹45.09 Cr
₹61.93 Cr
Alpha – 1 Year
−8.74%
−7.71%
Alpha – 3 Years
−7.91%
−6.13%
Information Ratio – 3 Years
-1.11
-0.39
Volatility – 1 Year
21.69%
26.39%
Volatility – 3 Years
18.00%
21.38%
Beta – 1 Year
1.21
1.37
Beta – 3 Years
1.08
1.14
Sharpe Ratio – 1 Year
-0.42
-0.20
Sharpe Ratio – 3 Years
0.01
0.18
Worst Rolling Year
3.08%
5.04%
Value at Worst Rolling Year
₹1.03 Cr
₹1.05 Cr
Deepest Drawdown
−29.01%
−33.64%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
12.65%
17.83%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 35% · M 13% · S 51%
L 2% · M 12% · S 82%
Number of Stocks
43
24
Portfolio P/E
—
41.54
Top 5 Holdings
ICICI Bank Ltd · 7.13%
Bharti Airtel Ltd · 6.98%
Sheela Foam Ltd · 5.64%
Vinati Organics Ltd · 5.17%
Godrej Agrovet Ltd · 5.13%
Cash & Cash Equivalent · 11.07%
Anant Raj Ltd · 6.04%
Time Technoplast Ltd · 5.18%
Gokaldas Exports Ltd · 5.16%
Manorama Industries Ltd · 4.98%
Top Sectors
Financial Services · 26.49%
Capital Goods · 13.62%
Fast Moving Consumer Goods · 11.66%
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
Fixed Fee
2.50% / yr
2.75% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%