Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Flexi Cap vs First Global - The India Super 50
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Flexi Cap
First Global - The India Super 50
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
1.04%
0.48%
6 Months
0.68%
0.17%
1 Year
4.83%
1.53%
3 Years
11.13%
6.30%
5 Years
9.90%
7.16%
Since Inception
12.28%
16.58%
Fund Age
15 yrs 2 mo
6 yrs 6 mo
AUM
₹29.37 Cr
₹182.72 Cr
Alpha – 1 Year
0.11%
−3.19%
Alpha – 3 Years
−0.96%
−5.79%
Information Ratio – 3 Years
-0.05
-1.15
Volatility – 1 Year
19.36%
17.17%
Volatility – 3 Years
17.04%
15.94%
Beta – 1 Year
1.09
0.97
Beta – 3 Years
1.00
0.99
Sharpe Ratio – 1 Year
0.06
-0.13
Sharpe Ratio – 3 Years
0.43
0.13
Worst Rolling Year
-9.48%
6.16%
Value at Worst Rolling Year
₹0.91 Cr
₹1.06 Cr
Deepest Drawdown
−20.50%
−24.43%
Recovery Period
315 days
Not yet recovered
1-Year Rolling Windows Positive
93.37%
100.00%
Median Rolling Year
15.70%
15.55%
5-Year Rolling Windows Positive
98.37%
100.00%
Market-Cap Mix
L 58% · M 7% · S 23%
—
Number of Stocks
23
60
Portfolio P/E
35.03
19.43
Top 5 Holdings
Cash & Cash Equivalent · 17.23%
Adani Ports & Special Economic Zone Ltd · 6.28%
Shriram Finance Ltd · 5.88%
HDFC Bank Ltd · 5.22%
Eicher Motors Ltd · 4.95%
Nippon India ETF Nifty Bank BeES · 5.17%
Torrent Pharmaceuticals Ltd · 4.30%
ICICI Bank Ltd · 3.49%
TVS Motor Company Ltd · 3.24%
Tech Mahindra Ltd · 2.88%
Top Sectors
Financial Services · 30.17%
Services · 12.70%
Capital Goods · 9.86%
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%