Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Good to Great vs Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Good to Great
Prescientcap-HIGH QUALITY CONSISTENT COMPOUNDERS
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%
0.95%
6 Months
9.08%
11.98%
1 Year
−2.99%
18.12%
3 Years
5.96%
18.24%
5 Years
8.08%
—
Since Inception
15.75%
20.21%
Fund Age
7 yrs 2 mo
4 yrs 8 mo
AUM
₹61.93 Cr
₹424.87 Cr
Alpha – 1 Year
−7.71%
13.40%
Alpha – 3 Years
−6.13%
6.15%
Information Ratio – 3 Years
-0.39
0.85
Volatility – 1 Year
26.39%
22.44%
Volatility – 3 Years
21.38%
19.69%
Beta – 1 Year
1.37
1.22
Beta – 3 Years
1.14
1.10
Sharpe Ratio – 1 Year
-0.20
0.61
Sharpe Ratio – 3 Years
0.18
0.80
Worst Rolling Year
5.04%
18.24%
Value at Worst Rolling Year
₹1.05 Cr
₹1.18 Cr
Deepest Drawdown
−33.64%
−25.57%
Recovery Period
Not yet recovered
337 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.83%
24.33%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 2% · M 12% · S 82%
M 1% · S 89%
Number of Stocks
24
30
Portfolio P/E
41.54
23.45
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%
Cash & Cash Equivalent · 10.09%
Fiem Industries Ltd · 8.51%
Sharda Cropchem Ltd · 6.85%
Voltamp Transformers Ltd · 5.56%
eClerx Services Ltd · 5.19%
Top Sectors
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
Automobile and Auto Components · 22.37%
Financial Services · 17.60%
Capital Goods · 10.98%
Fixed Fee
2.75% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 0% / 0%