Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Deep Value IV vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Deep Value IV
Right Horizons - Perennial
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%
−0.19%
6 Months
9.66%
11.46%
1 Year
−3.09%
8.21%
3 Years
6.08%
12.09%
5 Years
7.39%
11.81%
Since Inception
14.00%
13.34%
Fund Age
10 yrs 8 mo
5 yrs 3 mo
AUM
₹23.99 Cr
₹34.29 Cr
Alpha – 1 Year
−7.81%
5.23%
Alpha – 3 Years
−6.01%
0.21%
Information Ratio – 3 Years
-0.36
0.17
Volatility – 1 Year
26.88%
24.84%
Volatility – 3 Years
21.87%
21.42%
Beta – 1 Year
1.39
1.25
Beta – 3 Years
1.17
1.08
Sharpe Ratio – 1 Year
-0.19
0.21
Sharpe Ratio – 3 Years
0.19
0.49
Worst Rolling Year
-6.71%
7.11%
Value at Worst Rolling Year
₹0.93 Cr
₹1.07 Cr
Deepest Drawdown
−35.14%
−34.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
97.09%
100.00%
Median Rolling Year
15.37%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 15% · S 82%
L 5% · M 7% · S 69%
Number of Stocks
25
37
Portfolio P/E
44.86
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Capital Goods · 16.55%
Realty · 10.96%
Textiles · 10.90%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2.5% / 0% / 0%