Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Flexi Cap vs Right Horizons - Super Value Fund
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Flexi Cap
Right Horizons - Super Value Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.04%
3.00%
6 Months
0.68%
20.83%
1 Year
4.83%
12.18%
3 Years
11.13%
13.97%
5 Years
9.90%
17.12%
Since Inception
12.28%
15.75%
Fund Age
15 yrs 2 mo
13 yrs 8 mo
AUM
₹29.37 Cr
₹205.48 Cr
Alpha – 1 Year
0.11%
9.20%
Alpha – 3 Years
−0.96%
2.09%
Information Ratio – 3 Years
-0.05
0.40
Volatility – 1 Year
19.36%
27.53%
Volatility – 3 Years
17.04%
22.15%
Beta – 1 Year
1.09
1.45
Beta – 3 Years
1.00
1.20
Sharpe Ratio – 1 Year
0.06
0.35
Sharpe Ratio – 3 Years
0.43
0.55
Worst Rolling Year
-9.48%
-9.57%
Value at Worst Rolling Year
₹0.91 Cr
₹0.90 Cr
Deepest Drawdown
−20.50%
−29.31%
Recovery Period
315 days
Not yet recovered
1-Year Rolling Windows Positive
93.37%
93.51%
Median Rolling Year
15.70%
17.67%
5-Year Rolling Windows Positive
98.37%
99.05%
Market-Cap Mix
L 58% · M 7% · S 23%
L 17% · M 21% · S 60%
Number of Stocks
23
30
Portfolio P/E
35.03
46.79
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%
Sky Gold & Diamonds Ltd · 9.25%
KEI Industries Ltd · 6.93%
Nuvama Wealth Management Ltd · 6.83%
Yatharth Hospital & Trauma Care Services Ltd · 5.94%
V2 Retail Ltd · 5.28%
Top Sectors
Financial Services · 30.17%
Services · 12.70%
Capital Goods · 9.86%
Financial Services · 25.29%
Capital Goods · 17.07%
Consumer Durables · 16.78%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%