Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Good to Great vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Good to Great
SVAN Velocity
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%
3.40%
6 Months
9.08%
21.77%
1 Year
−2.99%
16.05%
3 Years
5.96%
23.24%
5 Years
8.08%
—
Since Inception
15.75%
24.82%
Fund Age
7 yrs 2 mo
3 yrs 1 mo
AUM
₹61.93 Cr
₹415.03 Cr
Alpha – 1 Year
−7.71%
11.33%
Alpha – 3 Years
−6.13%
11.15%
Information Ratio – 3 Years
-0.39
0.72
Volatility – 1 Year
26.39%
25.50%
Volatility – 3 Years
21.38%
24.35%
Beta – 1 Year
1.37
1.34
Beta – 3 Years
1.14
1.27
Sharpe Ratio – 1 Year
-0.20
0.50
Sharpe Ratio – 3 Years
0.18
0.77
Worst Rolling Year
5.04%
23.24%
Value at Worst Rolling Year
₹1.05 Cr
₹1.23 Cr
Deepest Drawdown
−33.64%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.83%
24.73%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 2% · M 12% · S 82%
M 2% · S 95%
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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
—
Fixed Fee
2.75% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
3% / – / –