Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Good to Great vs Karvy Capital - Excel
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Good to Great
Karvy Capital - Excel
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.70%
0.53%
6 Months
9.08%
5.22%
1 Year
−2.99%
8.94%
3 Years
5.96%
10.33%
5 Years
8.08%
10.77%
Since Inception
15.75%
10.49%
Fund Age
7 yrs 2 mo
9 yrs 9 mo
AUM
₹61.93 Cr
₹67.62 Cr
Alpha – 1 Year
−7.71%
−0.44%
Alpha – 3 Years
−6.13%
0.76%
Information Ratio – 3 Years
-0.39
0.44
Volatility – 1 Year
26.39%
2.31%
Volatility – 3 Years
21.38%
1.38%
Beta – 1 Year
1.37
0.41
Beta – 3 Years
1.14
0.46
Sharpe Ratio – 1 Year
-0.20
1.46
Sharpe Ratio – 3 Years
0.18
3.36
Worst Rolling Year
5.04%
9.87%
Value at Worst Rolling Year
₹1.05 Cr
₹1.10 Cr
Deepest Drawdown
−33.64%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.83%
10.78%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 12% · S 82%
—
Number of Stocks
24
17
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%
Annapurna Finance Pvt. Ltd. 13.10% DB REDEEM 29/08/2028 INR 100000 · 22.12%
Arohan Financial Services Ltd. 12.85% DB REDEEM 25/10/2026 INR 10 · 21.13%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 10.89%
ANNAPURNA FINANCE PRIVATE LIMITED 11.75 NCD 14AP32 FVRS1LAC · 8.99%
Aye Finance Ltd. 10.50% DB REDEEM 30/04/2027 INR 100000 · 8.20%
Top Sectors
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
Others · 99.75%
Government · 0.23%
Fixed Fee
2.75% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%