Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Deep Value IV vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Deep Value IV
Right Horizons - All Seasons
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.10%
1.32%
6 Months
9.66%
3.83%
1 Year
−3.09%
9.77%
3 Years
6.08%
13.19%
5 Years
7.39%
12.01%
Since Inception
14.00%
14.38%
Fund Age
10 yrs 8 mo
6 yrs 8 mo
AUM
₹23.99 Cr
₹42.66 Cr
Alpha – 1 Year
−7.81%
3.80%
Alpha – 3 Years
−6.01%
2.30%
Information Ratio – 3 Years
-0.36
0.23
Volatility – 1 Year
26.88%
15.84%
Volatility – 3 Years
21.87%
12.64%
Beta – 1 Year
1.39
1.56
Beta – 3 Years
1.17
1.48
Sharpe Ratio – 1 Year
-0.19
0.32
Sharpe Ratio – 3 Years
0.19
0.70
Worst Rolling Year
-6.71%
9.09%
Value at Worst Rolling Year
₹0.93 Cr
₹1.09 Cr
Deepest Drawdown
−35.14%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
97.09%
100.00%
Median Rolling Year
15.37%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 15% · S 82%
L 37% · M 21% · S 27%
Number of Stocks
25
16
Portfolio P/E
44.86
—
Top 5 Holdings
Time Technoplast Ltd · 6.49%
Anant Raj Ltd · 6.05%
Vishnu Chemicals Ltd · 5.91%
Cash & Cash Equivalent · 5.48%
Gokaldas Exports Ltd · 5.10%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Capital Goods · 16.55%
Realty · 10.96%
Textiles · 10.90%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / 0%