Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Good to Great vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Good to Great
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.70%
0.36%
6 Months
9.08%
5.01%
1 Year
−2.99%
−5.33%
3 Years
5.96%
1.25%
5 Years
8.08%
−1.56%
Since Inception
15.75%
10.94%
Fund Age
7 yrs 2 mo
6 yrs 11 mo
AUM
₹61.93 Cr
₹122.91 Cr
Alpha – 1 Year
−7.71%
−8.31%
Alpha – 3 Years
−6.13%
−10.64%
Information Ratio – 3 Years
-0.39
-0.98
Volatility – 1 Year
26.39%
16.35%
Volatility – 3 Years
21.38%
16.88%
Beta – 1 Year
1.37
0.87
Beta – 3 Years
1.14
0.86
Sharpe Ratio – 1 Year
-0.20
-0.59
Sharpe Ratio – 3 Years
0.18
-0.17
Worst Rolling Year
5.04%
-5.79%
Value at Worst Rolling Year
₹1.05 Cr
₹0.94 Cr
Deepest Drawdown
−33.64%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
54.01%
Median Rolling Year
17.83%
1.42%
5-Year Rolling Windows Positive
100.00%
83.33%
Market-Cap Mix
L 2% · M 12% · S 82%
M 4% · S 79%
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%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
—
Fixed Fee
2.75% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%