Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Deep Value IV vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Deep Value IV
Right Horizons - India Business Leaders
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.10%
3.11%
6 Months
9.66%
4.12%
1 Year
−3.09%
−0.25%
3 Years
6.08%
10.95%
5 Years
7.39%
10.56%
Since Inception
14.00%
10.62%
Fund Age
10 yrs 8 mo
13 yrs 8 mo
AUM
₹23.99 Cr
₹41.22 Cr
Alpha – 1 Year
−7.81%
0.18%
Alpha – 3 Years
−6.01%
2.39%
Information Ratio – 3 Years
-0.36
0.52
Volatility – 1 Year
26.88%
20.61%
Volatility – 3 Years
21.87%
17.57%
Beta – 1 Year
1.39
1.24
Beta – 3 Years
1.17
1.19
Sharpe Ratio – 1 Year
-0.19
-0.18
Sharpe Ratio – 3 Years
0.19
0.46
Worst Rolling Year
-6.71%
-10.52%
Value at Worst Rolling Year
₹0.93 Cr
₹0.89 Cr
Deepest Drawdown
−35.14%
−22.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
97.09%
93.48%
Median Rolling Year
15.37%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 2% · M 15% · S 82%
L 70% · M 29%
Number of Stocks
25
25
Portfolio P/E
44.86
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
Capital Goods · 16.55%
Realty · 10.96%
Textiles · 10.90%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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%