Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Good to Great vs Ckredence-All Weather Fund
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Good to Great
Ckredence-All Weather Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.70%
3.56%
6 Months
9.08%
14.31%
1 Year
−2.99%
23.04%
3 Years
5.96%
17.41%
5 Years
8.08%
14.44%
Since Inception
15.75%
16.04%
Fund Age
7 yrs 2 mo
5 yrs 2 mo
AUM
₹61.93 Cr
₹246.55 Cr
Alpha – 1 Year
−7.71%
18.32%
Alpha – 3 Years
−6.13%
5.32%
Information Ratio – 3 Years
-0.39
0.69
Volatility – 1 Year
26.39%
16.66%
Volatility – 3 Years
21.38%
14.65%
Beta – 1 Year
1.37
0.91
Beta – 3 Years
1.14
0.83
Sharpe Ratio – 1 Year
-0.20
1.02
Sharpe Ratio – 3 Years
0.18
0.82
Worst Rolling Year
5.04%
13.49%
Value at Worst Rolling Year
₹1.05 Cr
₹1.13 Cr
Deepest Drawdown
−33.64%
−17.20%
Recovery Period
Not yet recovered
198 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.83%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 12% · S 82%
L 31% · M 25% · S 41%
Number of Stocks
24
33
Portfolio P/E
41.54
48.70
Top 5 Holdings
Cash & Cash Equivalent · 11.07%
Anant Raj Ltd · 6.04%
Time Technoplast Ltd · 5.18%
Gokaldas Exports Ltd · 5.16%
Manorama Industries Ltd · 4.98%
Laurus Labs Ltd · 11.21%
Aditya Birla SL Nifty Healthcare ETF · 5.55%
Nippon India ETF Gold BeES · 4.78%
Emcure Pharmaceuticals Ltd · 4.13%
Cash & Cash Equivalent · 4.06%
Top Sectors
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
Healthcare · 18.45%
Capital Goods · 13.35%
Metals & Mining · 10.96%
Fixed Fee
2.75% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%