Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Good to Great vs NJ - Multicap
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Good to Great
NJ - Multicap
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.70%
2.92%
6 Months
9.08%
8.20%
1 Year
−2.99%
15.48%
3 Years
5.96%
18.05%
5 Years
8.08%
15.54%
Since Inception
15.75%
14.61%
Fund Age
7 yrs 2 mo
10 yrs 4 mo
AUM
₹61.93 Cr
₹747.6 Cr
Alpha – 1 Year
−7.71%
15.83%
Alpha – 3 Years
−6.13%
9.06%
Information Ratio – 3 Years
-0.39
0.72
Volatility – 1 Year
26.39%
18.67%
Volatility – 3 Years
21.38%
21.45%
Beta – 1 Year
1.37
1.12
Beta – 3 Years
1.14
1.31
Sharpe Ratio – 1 Year
-0.20
0.58
Sharpe Ratio – 3 Years
0.18
0.64
Worst Rolling Year
5.04%
-13.89%
Value at Worst Rolling Year
₹1.05 Cr
₹0.86 Cr
Deepest Drawdown
−33.64%
−30.97%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
77.45%
Median Rolling Year
17.83%
21.11%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 12% · S 82%
L 35% · M 50% · S 14%
Number of Stocks
24
25
Portfolio P/E
41.54
31.22
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%
Laurus Labs Ltd · 5.74%
Bharat Forge Ltd · 5.63%
Bharat Electronics Ltd · 5.04%
Navin Fluorine International Ltd · 4.96%
Radico Khaitan Ltd · 4.69%
Top Sectors
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
Financial Services · 33.34%
Automobile and Auto Components · 21.64%
Healthcare · 13.06%
Fixed Fee
2.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%