Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Good to Great vs MRG Capital - Wealth Protector
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Good to Great
MRG Capital - Wealth Protector
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%
0.67%
6 Months
9.08%
1.38%
1 Year
−2.99%
7.78%
3 Years
5.96%
12.37%
5 Years
8.08%
10.07%
Since Inception
15.75%
13.18%
Fund Age
7 yrs 2 mo
6 yrs 8 mo
AUM
₹61.93 Cr
₹1.13 Cr
Alpha – 1 Year
−7.71%
8.13%
Alpha – 3 Years
−6.13%
3.37%
Information Ratio – 3 Years
-0.39
0.42
Volatility – 1 Year
26.39%
17.12%
Volatility – 3 Years
21.38%
14.65%
Beta – 1 Year
1.37
0.93
Beta – 3 Years
1.14
0.90
Sharpe Ratio – 1 Year
-0.20
0.21
Sharpe Ratio – 3 Years
0.18
0.51
Worst Rolling Year
5.04%
10.01%
Value at Worst Rolling Year
₹1.05 Cr
₹1.10 Cr
Deepest Drawdown
−33.64%
−15.65%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.83%
15.34%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 2% · M 12% · S 82%
L 34% · M 14% · S 34%
Number of Stocks
24
43
Portfolio P/E
41.54
30.39
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%
Titan Company Ltd · 11.70%
ICICI Pru Silver ETF · 10.73%
Castrol India Ltd · 9.17%
Larsen & Toubro Ltd · 6.16%
Cash & Cash Equivalent · 4.35%
Top Sectors
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Fixed Fee
2.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%