Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Good to Great vs Eureka signature approach
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Good to Great
Eureka signature approach
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%
0.53%
6 Months
9.08%
8.20%
1 Year
−2.99%
10.87%
3 Years
5.96%
16.09%
5 Years
8.08%
14.49%
Since Inception
15.75%
9.93%
Fund Age
7 yrs 2 mo
8 yrs 9 mo
AUM
₹61.93 Cr
₹64.23 Cr
Alpha – 1 Year
−7.71%
7.11%
Alpha – 3 Years
−6.13%
5.20%
Information Ratio – 3 Years
-0.39
0.63
Volatility – 1 Year
26.39%
21.13%
Volatility – 3 Years
21.38%
19.82%
Beta – 1 Year
1.37
1.16
Beta – 3 Years
1.14
1.20
Sharpe Ratio – 1 Year
-0.20
0.35
Sharpe Ratio – 3 Years
0.18
0.59
Worst Rolling Year
5.04%
-6.69%
Value at Worst Rolling Year
₹1.05 Cr
₹0.93 Cr
Deepest Drawdown
−33.64%
−22.93%
Recovery Period
Not yet recovered
496 days
1-Year Rolling Windows Positive
100.00%
90.85%
Median Rolling Year
17.83%
19.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 12% · S 82%
L 25% · M 25% · S 42%
Number of Stocks
24
42
Portfolio P/E
41.54
23.92
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%
Sansera Engineering Ltd · 3.63%
Larsen & Toubro Ltd · 3.53%
Divis Laboratories Ltd · 3.36%
Tsf Investments Ltd · 3.01%
Jio Financial Services Ltd · 2.82%
Top Sectors
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
—
Fixed Fee
2.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 1% / –