Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Flexi Cap vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Flexi Cap
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.04%
4.17%
6 Months
0.68%
19.62%
1 Year
4.83%
12.19%
3 Years
11.13%
23.51%
5 Years
9.90%
13.96%
Since Inception
12.28%
23.13%
Fund Age
15 yrs 2 mo
6 yrs 7 mo
AUM
₹29.37 Cr
₹2,332.81 Cr
Alpha – 1 Year
0.11%
9.21%
Alpha – 3 Years
−0.96%
11.63%
Information Ratio – 3 Years
-0.05
0.83
Volatility – 1 Year
19.36%
26.11%
Volatility – 3 Years
17.04%
21.82%
Beta – 1 Year
1.09
1.32
Beta – 3 Years
1.00
1.14
Sharpe Ratio – 1 Year
0.06
0.33
Sharpe Ratio – 3 Years
0.43
0.83
Worst Rolling Year
-9.48%
12.50%
Value at Worst Rolling Year
₹0.91 Cr
₹1.13 Cr
Deepest Drawdown
−20.50%
−24.27%
Recovery Period
315 days
461 days
1-Year Rolling Windows Positive
93.37%
100.00%
Median Rolling Year
15.70%
23.13%
5-Year Rolling Windows Positive
98.37%
100.00%
Market-Cap Mix
L 58% · M 7% · S 23%
L 14% · M 33% · S 52%
Number of Stocks
23
33
Portfolio P/E
35.03
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
Financial Services · 30.17%
Services · 12.70%
Capital Goods · 9.86%
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%