Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Good to Great vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Good to Great
Motilal Oswal - Ethical
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%
1.53%
6 Months
9.08%
18.13%
1 Year
−2.99%
13.15%
3 Years
5.96%
14.12%
5 Years
8.08%
11.96%
Since Inception
15.75%
13.25%
Fund Age
7 yrs 2 mo
5 yrs 1 mo
AUM
₹61.93 Cr
₹77.09 Cr
Alpha – 1 Year
−7.71%
10.17%
Alpha – 3 Years
−6.13%
2.24%
Information Ratio – 3 Years
-0.39
0.36
Volatility – 1 Year
26.39%
23.76%
Volatility – 3 Years
21.38%
19.81%
Beta – 1 Year
1.37
1.23
Beta – 3 Years
1.14
1.14
Sharpe Ratio – 1 Year
-0.20
0.40
Sharpe Ratio – 3 Years
0.18
0.50
Worst Rolling Year
5.04%
8.04%
Value at Worst Rolling Year
₹1.05 Cr
₹1.08 Cr
Deepest Drawdown
−33.64%
−27.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.83%
16.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 12% · S 82%
L 28% · M 28% · S 44%
Number of Stocks
24
20
Portfolio P/E
41.54
52.66
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%
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Top Sectors
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Fixed Fee
2.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%