Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Deep Value IV vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Deep Value IV
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.10%
7.03%
6 Months
9.66%
31.10%
1 Year
−3.09%
52.47%
3 Years
6.08%
17.74%
5 Years
7.39%
16.38%
Since Inception
14.00%
15.58%
Fund Age
10 yrs 8 mo
16 yrs 9 mo
AUM
₹23.99 Cr
₹132.42 Cr
Alpha – 1 Year
−7.81%
47.75%
Alpha – 3 Years
−6.01%
5.65%
Information Ratio – 3 Years
-0.36
0.46
Volatility – 1 Year
26.88%
26.74%
Volatility – 3 Years
21.87%
21.32%
Beta – 1 Year
1.39
1.30
Beta – 3 Years
1.17
0.97
Sharpe Ratio – 1 Year
-0.19
1.52
Sharpe Ratio – 3 Years
0.19
0.68
Worst Rolling Year
-6.71%
-15.93%
Value at Worst Rolling Year
₹0.93 Cr
₹0.84 Cr
Deepest Drawdown
−35.14%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
97.09%
89.14%
Median Rolling Year
15.37%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 2% · M 15% · S 82%
M 9% · S 83%
Number of Stocks
25
26
Portfolio P/E
44.86
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Capital Goods · 16.55%
Realty · 10.96%
Textiles · 10.90%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%