Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Flexi Cap vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Flexi Cap
Wright Factor 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%
10.96%
6 Months
0.68%
14.84%
1 Year
4.83%
16.93%
3 Years
11.13%
—
5 Years
9.90%
—
Since Inception
12.28%
20.33%
Fund Age
15 yrs 2 mo
3 yrs
AUM
₹29.37 Cr
₹214.05 Cr
Alpha – 1 Year
0.11%
12.21%
Alpha – 3 Years
−0.96%
—
Information Ratio – 3 Years
-0.05
0.51
Volatility – 1 Year
19.36%
22.29%
Volatility – 3 Years
17.04%
21.03%
Beta – 1 Year
1.09
0.97
Beta – 3 Years
1.00
0.97
Sharpe Ratio – 1 Year
0.06
0.57
Sharpe Ratio – 3 Years
0.43
0.72
Worst Rolling Year
-9.48%
18.92%
Value at Worst Rolling Year
₹0.91 Cr
₹1.19 Cr
Deepest Drawdown
−20.50%
−27.91%
Recovery Period
315 days
Not yet recovered
1-Year Rolling Windows Positive
93.37%
100.00%
Median Rolling Year
15.70%
19.26%
5-Year Rolling Windows Positive
98.37%
—
Market-Cap Mix
L 58% · M 7% · S 23%
L 12% · M 21% · S 55%
Number of Stocks
23
25
Portfolio P/E
35.03
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
Financial Services · 30.17%
Services · 12.70%
Capital Goods · 9.86%
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%