Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Good to Great vs Composite India - GARP Fund
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Good to Great
Composite India - GARP Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.70%
3.99%
6 Months
9.08%
22.77%
1 Year
−2.99%
24.21%
3 Years
5.96%
13.20%
5 Years
8.08%
12.56%
Since Inception
15.75%
18.69%
Fund Age
7 yrs 2 mo
7 yrs 4 mo
AUM
₹61.93 Cr
₹114.64 Cr
Alpha – 1 Year
−7.71%
19.49%
Alpha – 3 Years
−6.13%
1.43%
Information Ratio – 3 Years
-0.39
0.12
Volatility – 1 Year
26.39%
24.82%
Volatility – 3 Years
21.38%
21.64%
Beta – 1 Year
1.37
1.34
Beta – 3 Years
1.14
1.13
Sharpe Ratio – 1 Year
-0.20
0.78
Sharpe Ratio – 3 Years
0.18
0.46
Worst Rolling Year
5.04%
10.43%
Value at Worst Rolling Year
₹1.05 Cr
₹1.10 Cr
Deepest Drawdown
−33.64%
−24.42%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.83%
18.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 12% · S 82%
L 20% · M 28% · S 47%
Number of Stocks
24
32
Portfolio P/E
41.54
37.13
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%
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
Top Sectors
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
Fixed Fee
2.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%