Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Good to Great vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Good to Great
JM Financial - India Resurgent
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%
4.15%
6 Months
9.08%
18.21%
1 Year
−2.99%
19.11%
3 Years
5.96%
23.58%
5 Years
8.08%
18.40%
Since Inception
15.75%
13.93%
Fund Age
7 yrs 2 mo
11 yrs 4 mo
AUM
₹61.93 Cr
₹13.37 Cr
Alpha – 1 Year
−7.71%
16.13%
Alpha – 3 Years
−6.13%
11.69%
Information Ratio – 3 Years
-0.39
1.24
Volatility – 1 Year
26.39%
18.18%
Volatility – 3 Years
21.38%
17.99%
Beta – 1 Year
1.37
0.94
Beta – 3 Years
1.14
1.01
Sharpe Ratio – 1 Year
-0.20
0.75
Sharpe Ratio – 3 Years
0.18
0.97
Worst Rolling Year
5.04%
—
Value at Worst Rolling Year
₹1.05 Cr
—
Deepest Drawdown
−33.64%
−20.05%
Recovery Period
Not yet recovered
162 days
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 27% · M 15% · S 55%
Number of Stocks
24
32
Portfolio P/E
41.54
41.94
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%
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
Top Sectors
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Fixed Fee
2.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 0%