Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Flexi Cap vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Flexi Cap
Right Horizons - Alliance
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.04%
1.80%
6 Months
0.68%
2.80%
1 Year
4.83%
4.89%
3 Years
11.13%
12.23%
5 Years
9.90%
10.64%
Since Inception
12.28%
8.93%
Fund Age
15 yrs 2 mo
12 yrs
AUM
₹29.37 Cr
₹134.76 Cr
Alpha – 1 Year
0.11%
−1.08%
Alpha – 3 Years
−0.96%
1.34%
Information Ratio – 3 Years
-0.05
0.07
Volatility – 1 Year
19.36%
10.79%
Volatility – 3 Years
17.04%
9.62%
Beta – 1 Year
1.09
1.04
Beta – 3 Years
1.00
1.10
Sharpe Ratio – 1 Year
0.06
-0.01
Sharpe Ratio – 3 Years
0.43
0.69
Worst Rolling Year
-9.48%
0.05%
Value at Worst Rolling Year
₹0.91 Cr
₹1.00 Cr
Deepest Drawdown
−20.50%
−11.50%
Recovery Period
315 days
80 days
1-Year Rolling Windows Positive
93.37%
99.79%
Median Rolling Year
15.70%
10.94%
5-Year Rolling Windows Positive
98.37%
100.00%
Market-Cap Mix
L 58% · M 7% · S 23%
L 50% · M 11% · S 8%
Number of Stocks
23
33
Portfolio P/E
35.03
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Financial Services · 30.17%
Services · 12.70%
Capital Goods · 9.86%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –