Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Good to Great vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Good to Great
Karma - Wealth Builder
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%
4.30%
6 Months
9.08%
9.50%
1 Year
−2.99%
10.30%
3 Years
5.96%
13.40%
5 Years
8.08%
13.85%
Since Inception
15.75%
12.90%
Fund Age
7 yrs 2 mo
19 yrs 8 mo
AUM
₹61.93 Cr
₹295.65 Cr
Alpha – 1 Year
−7.71%
5.60%
Alpha – 3 Years
−6.13%
1.30%
Information Ratio – 3 Years
-0.39
0.46
Volatility – 1 Year
26.39%
20.18%
Volatility – 3 Years
21.38%
17.30%
Beta – 1 Year
1.37
1.09
Beta – 3 Years
1.14
1.05
Sharpe Ratio – 1 Year
-0.20
0.32
Sharpe Ratio – 3 Years
0.18
0.49
Worst Rolling Year
5.04%
-20.52%
Value at Worst Rolling Year
₹1.05 Cr
₹0.79 Cr
Deepest Drawdown
−33.64%
−12.92%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
82.46%
Median Rolling Year
17.83%
16.95%
5-Year Rolling Windows Positive
100.00%
98.31%
Market-Cap Mix
L 2% · M 12% · S 82%
L 21% · M 15% · S 62%
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%
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
Top Sectors
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
—
Fixed Fee
2.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –