Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Good to Great vs Nine Rivers Capital - Aurum Small Cap Opportunities
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Good to Great
Nine Rivers Capital - Aurum Small Cap Opportunities
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%
−0.59%
6 Months
9.08%
18.29%
1 Year
−2.99%
5.81%
3 Years
5.96%
7.48%
5 Years
8.08%
14.52%
Since Inception
15.75%
24.60%
Fund Age
7 yrs 2 mo
13 yrs 8 mo
AUM
₹61.93 Cr
₹708.2 Cr
Alpha – 1 Year
−7.71%
1.09%
Alpha – 3 Years
−6.13%
−4.61%
Information Ratio – 3 Years
-0.39
-0.16
Volatility – 1 Year
26.39%
29.19%
Volatility – 3 Years
21.38%
22.60%
Beta – 1 Year
1.37
1.53
Beta – 3 Years
1.14
1.17
Sharpe Ratio – 1 Year
-0.20
0.14
Sharpe Ratio – 3 Years
0.18
0.29
Worst Rolling Year
5.04%
-18.85%
Value at Worst Rolling Year
₹1.05 Cr
₹0.81 Cr
Deepest Drawdown
−33.64%
−30.22%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
85.17%
Median Rolling Year
17.83%
23.06%
5-Year Rolling Windows Positive
100.00%
96.19%
Market-Cap Mix
L 2% · M 12% · S 82%
—
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%
Astra Microwave Products Ltd
S J S Enterprises Ltd
CCL Products (India) Ltd
Intellect Design Arena Ltd
Jash Engineering Limited
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%
3% / 2% / 1%