Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Good to Great vs Ksema - Alpha
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Good to Great
Ksema - Alpha
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%
1.08%
6 Months
9.08%
1.74%
1 Year
−2.99%
10.49%
3 Years
5.96%
12.80%
5 Years
8.08%
12.91%
Since Inception
15.75%
15.37%
Fund Age
7 yrs 2 mo
7 yrs 7 mo
AUM
₹61.93 Cr
₹15.96 Cr
Alpha – 1 Year
−7.71%
10.84%
Alpha – 3 Years
−6.13%
3.80%
Information Ratio – 3 Years
-0.39
0.47
Volatility – 1 Year
26.39%
19.22%
Volatility – 3 Years
21.38%
17.53%
Beta – 1 Year
1.37
1.18
Beta – 3 Years
1.14
1.15
Sharpe Ratio – 1 Year
-0.20
0.34
Sharpe Ratio – 3 Years
0.18
0.48
Worst Rolling Year
5.04%
12.46%
Value at Worst Rolling Year
₹1.05 Cr
₹1.12 Cr
Deepest Drawdown
−33.64%
−19.38%
Recovery Period
Not yet recovered
275 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.83%
18.63%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 12% · S 82%
L 64% · M 15% · S 21%
Number of Stocks
24
38
Portfolio P/E
41.54
24.65
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%
ICICI Bank Ltd · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
Top Sectors
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
Financial Services · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
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% / 1%