Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Good to Great vs Marcellus -MeritorQ - PMS
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Good to Great
Marcellus -MeritorQ - PMS
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%
3.04%
6 Months
9.08%
5.19%
1 Year
−2.99%
−0.45%
3 Years
5.96%
11.72%
5 Years
8.08%
—
Since Inception
15.75%
12.62%
Fund Age
7 yrs 2 mo
3 yrs 8 mo
AUM
₹61.93 Cr
₹42.96 Cr
Alpha – 1 Year
−7.71%
−3.43%
Alpha – 3 Years
−6.13%
−0.17%
Information Ratio – 3 Years
-0.39
-0.16
Volatility – 1 Year
26.39%
16.93%
Volatility – 3 Years
21.38%
15.20%
Beta – 1 Year
1.37
0.92
Beta – 3 Years
1.14
0.91
Sharpe Ratio – 1 Year
-0.20
-0.27
Sharpe Ratio – 3 Years
0.18
0.45
Worst Rolling Year
5.04%
11.64%
Value at Worst Rolling Year
₹1.05 Cr
₹1.12 Cr
Deepest Drawdown
−33.64%
−20.38%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.83%
15.01%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 2% · M 12% · S 82%
L 39% · M 39% · S 22%
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%
Bharti Airtel Ltd · 10.23%
Sun Pharmaceutical Industries Ltd · 6.24%
Eicher Motors Ltd · 5.28%
Indus Towers Ltd · 4.81%
R R Kabel Ltd · 4.42%
Top Sectors
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
—
Fixed Fee
2.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%