Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Good to Great vs Right Horizons - Flexi Cap
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Good to Great
Right Horizons - Flexi Cap
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.70%
4.94%
6 Months
9.08%
11.49%
1 Year
−2.99%
3.89%
3 Years
5.96%
8.19%
5 Years
8.08%
11.02%
Since Inception
15.75%
10.97%
Fund Age
7 yrs 2 mo
13 yrs 8 mo
AUM
₹61.93 Cr
₹360.51 Cr
Alpha – 1 Year
−7.71%
0.91%
Alpha – 3 Years
−6.13%
−3.69%
Information Ratio – 3 Years
-0.39
-0.18
Volatility – 1 Year
26.39%
23.04%
Volatility – 3 Years
21.38%
19.34%
Beta – 1 Year
1.37
1.26
Beta – 3 Years
1.14
1.17
Sharpe Ratio – 1 Year
-0.20
0.04
Sharpe Ratio – 3 Years
0.18
0.30
Worst Rolling Year
5.04%
-8.10%
Value at Worst Rolling Year
₹1.05 Cr
₹0.92 Cr
Deepest Drawdown
−33.64%
−30.43%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
95.59%
Median Rolling Year
17.83%
11.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 12% · S 82%
L 38% · M 28% · S 33%
Number of Stocks
24
29
Portfolio P/E
41.54
37.17
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%
KEI Industries Ltd · 6.88%
Nuvama Wealth Management Ltd · 5.74%
ICICI Bank Ltd · 5.44%
Sky Gold & Diamonds Ltd · 5.38%
360 ONE WAM Ltd · 5.34%
Top Sectors
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
Financial Services · 27.26%
Capital Goods · 15.52%
Consumer Durables · 13.57%
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%