Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Good to Great vs SHREE RAMA MANAGERS - Shree Lakshmi Plan
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Good to Great
SHREE RAMA MANAGERS - Shree Lakshmi Plan
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%
−1.73%
6 Months
9.08%
6.62%
1 Year
−2.99%
3.66%
3 Years
5.96%
7.96%
5 Years
8.08%
—
Since Inception
15.75%
12.37%
Fund Age
7 yrs 2 mo
4 yrs 2 mo
AUM
₹61.93 Cr
₹134.62 Cr
Alpha – 1 Year
−7.71%
0.68%
Alpha – 3 Years
−6.13%
−3.93%
Information Ratio – 3 Years
-0.39
-0.10
Volatility – 1 Year
26.39%
21.69%
Volatility – 3 Years
21.38%
21.88%
Beta – 1 Year
1.37
1.14
Beta – 3 Years
1.14
1.11
Sharpe Ratio – 1 Year
-0.20
0.02
Sharpe Ratio – 3 Years
0.18
0.21
Worst Rolling Year
5.04%
7.96%
Value at Worst Rolling Year
₹1.05 Cr
₹1.08 Cr
Deepest Drawdown
−33.64%
−29.81%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.83%
15.34%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 2% · M 12% · S 82%
—
Number of Stocks
24
—
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%
—
Top Sectors
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
—
Fixed Fee
2.75% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / 2% / 1%