Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Good to Great vs Quest Investment Managers – Multi
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Good to Great
Quest Investment Managers – Multi
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%
6.28%
6 Months
9.08%
16.32%
1 Year
−2.99%
11.67%
3 Years
5.96%
19.26%
5 Years
8.08%
13.96%
Since Inception
15.75%
16.00%
Fund Age
7 yrs 2 mo
12 yrs
AUM
₹61.93 Cr
₹725.3 Cr
Alpha – 1 Year
−7.71%
6.95%
Alpha – 3 Years
−6.13%
7.18%
Information Ratio – 3 Years
-0.39
0.87
Volatility – 1 Year
26.39%
21.97%
Volatility – 3 Years
21.38%
19.77%
Beta – 1 Year
1.37
1.15
Beta – 3 Years
1.14
1.13
Sharpe Ratio – 1 Year
-0.20
0.37
Sharpe Ratio – 3 Years
0.18
0.73
Worst Rolling Year
5.04%
-10.23%
Value at Worst Rolling Year
₹1.05 Cr
₹0.90 Cr
Deepest Drawdown
−33.64%
−25.02%
Recovery Period
Not yet recovered
525 days
1-Year Rolling Windows Positive
100.00%
93.09%
Median Rolling Year
17.83%
18.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 12% · S 82%
L 29% · M 26% · S 42%
Number of Stocks
24
34
Portfolio P/E
41.54
42.87
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%
Coforge Ltd · 6.37%
Sansera Engineering Ltd · 6.13%
Eternal Ltd · 5.92%
Piramal Pharma Ltd · 5.00%
One 97 Communications Ltd · 4.61%
Top Sectors
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
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%