Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Flexi Cap vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Flexi Cap
Sundaram Alternate - Rising Stars
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.04%
7.03%
6 Months
0.68%
31.10%
1 Year
4.83%
52.47%
3 Years
11.13%
17.74%
5 Years
9.90%
16.38%
Since Inception
12.28%
15.58%
Fund Age
15 yrs 2 mo
16 yrs 9 mo
AUM
₹29.37 Cr
₹132.42 Cr
Alpha – 1 Year
0.11%
47.75%
Alpha – 3 Years
−0.96%
5.65%
Information Ratio – 3 Years
-0.05
0.46
Volatility – 1 Year
19.36%
26.74%
Volatility – 3 Years
17.04%
21.32%
Beta – 1 Year
1.09
1.30
Beta – 3 Years
1.00
0.97
Sharpe Ratio – 1 Year
0.06
1.52
Sharpe Ratio – 3 Years
0.43
0.68
Worst Rolling Year
-9.48%
-15.93%
Value at Worst Rolling Year
₹0.91 Cr
₹0.84 Cr
Deepest Drawdown
−20.50%
−20.79%
Recovery Period
315 days
134 days
1-Year Rolling Windows Positive
93.37%
89.14%
Median Rolling Year
15.70%
15.32%
5-Year Rolling Windows Positive
98.37%
96.48%
Market-Cap Mix
L 58% · M 7% · S 23%
M 9% · S 83%
Number of Stocks
23
26
Portfolio P/E
35.03
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Financial Services · 30.17%
Services · 12.70%
Capital Goods · 9.86%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%