Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Good to Great vs First Global - The India Super 50
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Good to Great
First Global - The India Super 50
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%
0.48%
6 Months
9.08%
0.17%
1 Year
−2.99%
1.53%
3 Years
5.96%
6.30%
5 Years
8.08%
7.16%
Since Inception
15.75%
16.58%
Fund Age
7 yrs 2 mo
6 yrs 6 mo
AUM
₹61.93 Cr
₹182.72 Cr
Alpha – 1 Year
−7.71%
−3.19%
Alpha – 3 Years
−6.13%
−5.79%
Information Ratio – 3 Years
-0.39
-1.15
Volatility – 1 Year
26.39%
17.17%
Volatility – 3 Years
21.38%
15.94%
Beta – 1 Year
1.37
0.97
Beta – 3 Years
1.14
0.99
Sharpe Ratio – 1 Year
-0.20
-0.13
Sharpe Ratio – 3 Years
0.18
0.13
Worst Rolling Year
5.04%
6.16%
Value at Worst Rolling Year
₹1.05 Cr
₹1.06 Cr
Deepest Drawdown
−33.64%
−24.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.83%
15.55%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 12% · S 82%
—
Number of Stocks
24
60
Portfolio P/E
41.54
19.43
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%
Nippon India ETF Nifty Bank BeES · 5.17%
Torrent Pharmaceuticals Ltd · 4.30%
ICICI Bank Ltd · 3.49%
TVS Motor Company Ltd · 3.24%
Tech Mahindra Ltd · 2.88%
Top Sectors
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
—
Fixed Fee
2.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%