Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Good to Great vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Good to Great
Kotak India Focus Portfolio - series I
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%
2.41%
6 Months
9.08%
2.04%
1 Year
−2.99%
13.04%
3 Years
5.96%
15.74%
5 Years
8.08%
14.15%
Since Inception
15.75%
15.13%
Fund Age
7 yrs 2 mo
14 yrs 1 mo
AUM
₹61.93 Cr
₹850.7 Cr
Alpha – 1 Year
−7.71%
13.39%
Alpha – 3 Years
−6.13%
6.74%
Information Ratio – 3 Years
-0.39
1.02
Volatility – 1 Year
26.39%
18.01%
Volatility – 3 Years
21.38%
15.42%
Beta – 1 Year
1.37
1.04
Beta – 3 Years
1.14
0.99
Sharpe Ratio – 1 Year
-0.20
0.48
Sharpe Ratio – 3 Years
0.18
0.76
Worst Rolling Year
5.04%
-19.06%
Value at Worst Rolling Year
₹1.05 Cr
₹0.81 Cr
Deepest Drawdown
−33.64%
−15.54%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
83.40%
Median Rolling Year
17.83%
18.72%
5-Year Rolling Windows Positive
100.00%
95.45%
Market-Cap Mix
L 2% · M 12% · S 82%
L 53% · M 28% · S 13%
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%
Shriram Finance Ltd · 10.46%
Bharti Airtel Ltd · 5.27%
Apar Industries Ltd · 5.27%
Bajaj Auto Ltd · 5.16%
KEI Industries Ltd · 4.94%
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%
2% / 1% / 0%