Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Deep Value IV vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Deep Value IV
Right Horizons - Alliance
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%
1.80%
6 Months
9.66%
2.80%
1 Year
−3.09%
4.89%
3 Years
6.08%
12.23%
5 Years
7.39%
10.64%
Since Inception
14.00%
8.93%
Fund Age
10 yrs 8 mo
12 yrs
AUM
₹23.99 Cr
₹134.76 Cr
Alpha – 1 Year
−7.81%
−1.08%
Alpha – 3 Years
−6.01%
1.34%
Information Ratio – 3 Years
-0.36
0.07
Volatility – 1 Year
26.88%
10.79%
Volatility – 3 Years
21.87%
9.62%
Beta – 1 Year
1.39
1.04
Beta – 3 Years
1.17
1.10
Sharpe Ratio – 1 Year
-0.19
-0.01
Sharpe Ratio – 3 Years
0.19
0.69
Worst Rolling Year
-6.71%
0.05%
Value at Worst Rolling Year
₹0.93 Cr
₹1.00 Cr
Deepest Drawdown
−35.14%
−11.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
97.09%
99.79%
Median Rolling Year
15.37%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 15% · S 82%
L 50% · M 11% · S 8%
Number of Stocks
25
33
Portfolio P/E
44.86
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Capital Goods · 16.55%
Realty · 10.96%
Textiles · 10.90%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.00% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / – / –