Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Good to Great vs Renaissance - Opportunities Portfolio
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Good to Great
Renaissance - Opportunities Portfolio
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%
−0.04%
6 Months
9.08%
0.28%
1 Year
−2.99%
2.14%
3 Years
5.96%
10.02%
5 Years
8.08%
13.15%
Since Inception
15.75%
11.46%
Fund Age
7 yrs 2 mo
8 yrs 7 mo
AUM
₹61.93 Cr
₹585.94 Cr
Alpha – 1 Year
−7.71%
2.49%
Alpha – 3 Years
−6.13%
1.02%
Information Ratio – 3 Years
-0.39
0.18
Volatility – 1 Year
26.39%
16.38%
Volatility – 3 Years
21.38%
14.42%
Beta – 1 Year
1.37
1.00
Beta – 3 Years
1.14
0.96
Sharpe Ratio – 1 Year
-0.20
-0.13
Sharpe Ratio – 3 Years
0.18
0.38
Worst Rolling Year
5.04%
3.37%
Value at Worst Rolling Year
₹1.05 Cr
₹1.03 Cr
Deepest Drawdown
−33.64%
−17.04%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.83%
18.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 12% · S 82%
L 65% · M 26% · S 8%
Number of Stocks
24
31
Portfolio P/E
41.54
22.71
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%
HDFC Bank Ltd · 8.67%
ICICI Bank Ltd · 6.31%
Infosys Ltd · 6.23%
Federal Bank Ltd · 4.97%
United Spirits Ltd · 4.92%
Top Sectors
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
Financial Services · 35.61%
Information Technology · 14.90%
Consumer Services · 11.79%
Fixed Fee
2.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 1% / 0%