Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Good to Great vs Right Horizons - Alliance
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Good to Great
Right Horizons - Alliance
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%
1.80%
6 Months
9.08%
2.80%
1 Year
−2.99%
4.89%
3 Years
5.96%
12.23%
5 Years
8.08%
10.64%
Since Inception
15.75%
8.93%
Fund Age
7 yrs 2 mo
12 yrs
AUM
₹61.93 Cr
₹134.76 Cr
Alpha – 1 Year
−7.71%
−1.08%
Alpha – 3 Years
−6.13%
1.34%
Information Ratio – 3 Years
-0.39
0.07
Volatility – 1 Year
26.39%
10.79%
Volatility – 3 Years
21.38%
9.62%
Beta – 1 Year
1.37
1.04
Beta – 3 Years
1.14
1.10
Sharpe Ratio – 1 Year
-0.20
-0.01
Sharpe Ratio – 3 Years
0.18
0.69
Worst Rolling Year
5.04%
0.05%
Value at Worst Rolling Year
₹1.05 Cr
₹1.00 Cr
Deepest Drawdown
−33.64%
−11.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
100.00%
99.79%
Median Rolling Year
17.83%
10.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 12% · S 82%
L 50% · M 11% · S 8%
Number of Stocks
24
33
Portfolio P/E
41.54
25.96
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%
Bharat Electronics Ltd · 5.27%
Kotak GOLD ETF · 5.25%
Larsen & Toubro Ltd · 5.05%
Cash & Cash Equivalent · 4.96%
Dixon Technologies (India) Ltd · 4.93%
Top Sectors
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
Financial Services · 28.12%
Capital Goods · 9.89%
Others · 9.63%
Fixed Fee
2.75% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –