Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Good to Great vs Green Portfolio - Special
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Good to Great
Green Portfolio - Special
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
1.70%
2.75%
6 Months
9.08%
26.95%
1 Year
−2.99%
13.12%
3 Years
5.96%
17.80%
5 Years
8.08%
15.04%
Since Inception
15.75%
22.70%
Fund Age
7 yrs 2 mo
8 yrs
AUM
₹61.93 Cr
₹357.26 Cr
Alpha – 1 Year
−7.71%
10.14%
Alpha – 3 Years
−6.13%
5.90%
Information Ratio – 3 Years
-0.39
0.31
Volatility – 1 Year
26.39%
32.38%
Volatility – 3 Years
21.38%
25.45%
Beta – 1 Year
1.37
1.68
Beta – 3 Years
1.14
1.37
Sharpe Ratio – 1 Year
-0.20
0.36
Sharpe Ratio – 3 Years
0.18
0.56
Worst Rolling Year
5.04%
11.19%
Value at Worst Rolling Year
₹1.05 Cr
₹1.11 Cr
Deepest Drawdown
−33.64%
−26.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.83%
27.28%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 12% · S 82%
L 7% · M 19% · S 59%
Number of Stocks
24
42
Portfolio P/E
41.54
42.01
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%
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
Top Sectors
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
—
Fixed Fee
2.75% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%