Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Flexi Cap vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Flexi Cap
KRChoksey - Alpha Invest
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%
0.97%
6 Months
0.68%
6.33%
1 Year
4.83%
−0.99%
3 Years
11.13%
6.26%
5 Years
9.90%
6.47%
Since Inception
12.28%
5.18%
Fund Age
15 yrs 2 mo
19 yrs 5 mo
AUM
₹29.37 Cr
₹95.89 Cr
Alpha – 1 Year
0.11%
2.51%
Alpha – 3 Years
−0.96%
−2.73%
Information Ratio – 3 Years
-0.05
-0.10
Volatility – 1 Year
19.36%
20.93%
Volatility – 3 Years
17.04%
17.77%
Beta – 1 Year
1.09
1.14
Beta – 3 Years
1.00
1.05
Sharpe Ratio – 1 Year
0.06
-0.20
Sharpe Ratio – 3 Years
0.43
0.23
Worst Rolling Year
-9.48%
-21.50%
Value at Worst Rolling Year
₹0.91 Cr
₹0.79 Cr
Deepest Drawdown
−20.50%
−30.66%
Recovery Period
315 days
Not yet recovered
1-Year Rolling Windows Positive
93.37%
74.63%
Median Rolling Year
15.70%
10.39%
5-Year Rolling Windows Positive
98.37%
82.76%
Market-Cap Mix
L 58% · M 7% · S 23%
L 77% · M 12% · S 11%
Number of Stocks
23
57
Portfolio P/E
35.03
—
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%
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
Financial Services · 30.17%
Services · 12.70%
Capital Goods · 9.86%
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%