Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Good to Great vs Green Lantern - Alpha Fund
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Good to Great
Green Lantern - Alpha Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.70%
−0.10%
6 Months
9.08%
6.51%
1 Year
−2.99%
15.14%
3 Years
5.96%
23.23%
5 Years
8.08%
23.21%
Since Inception
15.75%
29.55%
Fund Age
7 yrs 2 mo
6 yrs 6 mo
AUM
₹61.93 Cr
₹66.34 Cr
Alpha – 1 Year
−7.71%
10.42%
Alpha – 3 Years
−6.13%
11.14%
Information Ratio – 3 Years
-0.39
1.31
Volatility – 1 Year
26.39%
19.62%
Volatility – 3 Years
21.38%
17.58%
Beta – 1 Year
1.37
1.01
Beta – 3 Years
1.14
1.01
Sharpe Ratio – 1 Year
-0.20
0.54
Sharpe Ratio – 3 Years
0.18
0.98
Worst Rolling Year
5.04%
23.09%
Value at Worst Rolling Year
₹1.05 Cr
₹1.23 Cr
Deepest Drawdown
−33.64%
−16.37%
Recovery Period
Not yet recovered
308 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.83%
34.82%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 12% · S 82%
L 34% · M 14% · S 34%
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%
Larsen & Toubro Ltd
State Bank of India
Aurobindo Pharma Ltd
Exide Industries Ltd
Intellect Design Arena Ltd
Top Sectors
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
Financial Services · 15.89%
Capital Goods · 14.22%
Construction · 12.66%
Fixed Fee
2.75% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
12% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 0%