Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Good to Great vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Good to Great
Marcellus - Kings of Capital
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%
0.50%
6 Months
9.08%
2.02%
1 Year
−2.99%
0.60%
3 Years
5.96%
8.21%
5 Years
8.08%
5.75%
Since Inception
15.75%
9.73%
Fund Age
7 yrs 2 mo
6 yrs
AUM
₹61.93 Cr
₹128.19 Cr
Alpha – 1 Year
−7.71%
1.03%
Alpha – 3 Years
−6.13%
−0.36%
Information Ratio – 3 Years
-0.39
0.12
Volatility – 1 Year
26.39%
19.24%
Volatility – 3 Years
21.38%
14.76%
Beta – 1 Year
1.37
1.13
Beta – 3 Years
1.14
0.95
Sharpe Ratio – 1 Year
-0.20
-0.16
Sharpe Ratio – 3 Years
0.18
0.24
Worst Rolling Year
5.04%
0.20%
Value at Worst Rolling Year
₹1.05 Cr
₹1.00 Cr
Deepest Drawdown
−33.64%
−18.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.09%
Median Rolling Year
17.83%
8.37%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 12% · S 82%
L 47% · M 42% · S 11%
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%
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
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%
0% / 0% / 0%