Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Good to Great vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Good to Great
Right Horizons - Perennial
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%
−0.19%
6 Months
9.08%
11.46%
1 Year
−2.99%
8.21%
3 Years
5.96%
12.09%
5 Years
8.08%
11.81%
Since Inception
15.75%
13.34%
Fund Age
7 yrs 2 mo
5 yrs 3 mo
AUM
₹61.93 Cr
₹34.29 Cr
Alpha – 1 Year
−7.71%
5.23%
Alpha – 3 Years
−6.13%
0.21%
Information Ratio – 3 Years
-0.39
0.17
Volatility – 1 Year
26.39%
24.84%
Volatility – 3 Years
21.38%
21.42%
Beta – 1 Year
1.37
1.25
Beta – 3 Years
1.14
1.08
Sharpe Ratio – 1 Year
-0.20
0.21
Sharpe Ratio – 3 Years
0.18
0.49
Worst Rolling Year
5.04%
7.11%
Value at Worst Rolling Year
₹1.05 Cr
₹1.07 Cr
Deepest Drawdown
−33.64%
−34.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.83%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 12% · S 82%
L 5% · M 7% · S 69%
Number of Stocks
24
37
Portfolio P/E
41.54
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
2.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
2.5% / 0% / 0%