Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Good to Great vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Good to Great
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.70%
5.72%
6 Months
9.08%
23.48%
1 Year
−2.99%
38.68%
3 Years
5.96%
26.01%
5 Years
8.08%
16.58%
Since Inception
15.75%
18.98%
Fund Age
7 yrs 2 mo
16 yrs 6 mo
AUM
₹61.93 Cr
₹1,885.18 Cr
Alpha – 1 Year
−7.71%
33.96%
Alpha – 3 Years
−6.13%
13.92%
Information Ratio – 3 Years
-0.39
1.27
Volatility – 1 Year
26.39%
28.06%
Volatility – 3 Years
21.38%
20.41%
Beta – 1 Year
1.37
1.39
Beta – 3 Years
1.14
1.06
Sharpe Ratio – 1 Year
-0.20
1.12
Sharpe Ratio – 3 Years
0.18
1.06
Worst Rolling Year
5.04%
-4.06%
Value at Worst Rolling Year
₹1.05 Cr
₹0.96 Cr
Deepest Drawdown
−33.64%
−18.24%
Recovery Period
Not yet recovered
60 days
1-Year Rolling Windows Positive
100.00%
98.28%
Median Rolling Year
17.83%
16.41%
5-Year Rolling Windows Positive
100.00%
99.28%
Market-Cap Mix
L 2% · M 12% · S 82%
L 40% · M 32% · S 24%
Number of Stocks
24
28
Portfolio P/E
41.54
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
Fixed Fee
2.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / 0% / 0%