Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Good to Great vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Good to Great
Right Horizons - All Seasons
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%
1.32%
6 Months
9.08%
3.83%
1 Year
−2.99%
9.77%
3 Years
5.96%
13.19%
5 Years
8.08%
12.01%
Since Inception
15.75%
14.38%
Fund Age
7 yrs 2 mo
6 yrs 8 mo
AUM
₹61.93 Cr
₹42.66 Cr
Alpha – 1 Year
−7.71%
3.80%
Alpha – 3 Years
−6.13%
2.30%
Information Ratio – 3 Years
-0.39
0.23
Volatility – 1 Year
26.39%
15.84%
Volatility – 3 Years
21.38%
12.64%
Beta – 1 Year
1.37
1.56
Beta – 3 Years
1.14
1.48
Sharpe Ratio – 1 Year
-0.20
0.32
Sharpe Ratio – 3 Years
0.18
0.70
Worst Rolling Year
5.04%
9.09%
Value at Worst Rolling Year
₹1.05 Cr
₹1.09 Cr
Deepest Drawdown
−33.64%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.83%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 12% · S 82%
L 37% · M 21% · S 27%
Number of Stocks
24
16
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
2.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2% / 1% / 0%