Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Good to Great vs Magadh - Value for Growth
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Good to Great
Magadh - Value for Growth
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%
1.29%
6 Months
9.08%
−4.12%
1 Year
−2.99%
1.97%
3 Years
5.96%
12.30%
5 Years
8.08%
12.28%
Since Inception
15.75%
12.08%
Fund Age
7 yrs 2 mo
5 yrs
AUM
₹61.93 Cr
₹27.16 Cr
Alpha – 1 Year
−7.71%
−2.75%
Alpha – 3 Years
−6.13%
0.21%
Information Ratio – 3 Years
-0.39
0.08
Volatility – 1 Year
26.39%
18.26%
Volatility – 3 Years
21.38%
15.26%
Beta – 1 Year
1.37
1.01
Beta – 3 Years
1.14
0.92
Sharpe Ratio – 1 Year
-0.20
-0.09
Sharpe Ratio – 3 Years
0.18
0.53
Worst Rolling Year
5.04%
12.19%
Value at Worst Rolling Year
₹1.05 Cr
₹1.12 Cr
Deepest Drawdown
−33.64%
−16.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.83%
21.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 12% · S 82%
L 41% · M 28% · S 30%
Number of Stocks
24
27
Portfolio P/E
41.54
24.88
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%
V2 Retail Ltd · 10.02%
Eternal Ltd · 9.81%
Laurus Labs Ltd · 9.40%
State Bank of India · 8.27%
GE Vernova T&D India Ltd · 7.62%
Top Sectors
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
Consumer Services · 23.68%
Financial Services · 23.62%
Healthcare · 11.22%
Fixed Fee
2.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%