Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Good to Great vs Envision Capital - India Opportunities
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Good to Great
Envision Capital - India Opportunities
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%
3.39%
6 Months
9.08%
19.31%
1 Year
−2.99%
11.21%
3 Years
5.96%
13.34%
5 Years
8.08%
15.02%
Since Inception
15.75%
17.08%
Fund Age
7 yrs 2 mo
5 yrs 4 mo
AUM
₹61.93 Cr
₹135.65 Cr
Alpha – 1 Year
−7.71%
6.49%
Alpha – 3 Years
−6.13%
1.25%
Information Ratio – 3 Years
-0.39
0.12
Volatility – 1 Year
26.39%
20.71%
Volatility – 3 Years
21.38%
17.79%
Beta – 1 Year
1.37
1.05
Beta – 3 Years
1.14
0.97
Sharpe Ratio – 1 Year
-0.20
0.35
Sharpe Ratio – 3 Years
0.18
0.50
Worst Rolling Year
5.04%
12.49%
Value at Worst Rolling Year
₹1.05 Cr
₹1.12 Cr
Deepest Drawdown
−33.64%
−25.10%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.83%
19.71%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 12% · S 82%
L 18% · M 24% · S 55%
Number of Stocks
24
—
Portfolio P/E
41.54
—
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%
Eternal Ltd · 5.00%
Reliance Industries Ltd · 4.50%
Cartrade Tech Ltd · 4.50%
FSN E-Commerce Ventures Ltd · 4.10%
One 97 Communications Ltd · 3.80%
Top Sectors
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
—
Fixed Fee
2.75% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
10% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%