Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Good to Great vs IFM Alphaedge Growth Fund
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Good to Great
IFM Alphaedge Growth Fund
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%
1.32%
6 Months
9.08%
7.54%
1 Year
−2.99%
8.20%
3 Years
5.96%
—
5 Years
8.08%
—
Since Inception
15.75%
2.83%
Fund Age
7 yrs 2 mo
14 mo
AUM
₹61.93 Cr
₹18.5 Cr
Alpha – 1 Year
−7.71%
3.48%
Alpha – 3 Years
−6.13%
—
Information Ratio – 3 Years
-0.39
—
Volatility – 1 Year
26.39%
18.53%
Volatility – 3 Years
21.38%
—
Beta – 1 Year
1.37
1.05
Beta – 3 Years
1.14
—
Sharpe Ratio – 1 Year
-0.20
0.23
Sharpe Ratio – 3 Years
0.18
—
Worst Rolling Year
5.04%
—
Value at Worst Rolling Year
₹1.05 Cr
—
Deepest Drawdown
−33.64%
−14.67%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
17.83%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 2% · M 12% · S 82%
L 47% · M 18% · S 29%
Number of Stocks
24
15
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%
Bandhan Small Cap Fund - Direct (G) · 20.24%
HDFC Flexi Cap Fund - Direct (G) · 18.90%
Invesco India Smal Cap Fund - Direct (G) · 15.52%
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G) · 12.88%
ICICI Pru Nifty Bank ETF · 8.59%
Top Sectors
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Fixed Fee
2.75% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
—