Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Good to Great vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Good to Great
Turtle Wealth -Growth Mantra
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.70%
9.22%
6 Months
9.08%
9.86%
1 Year
−2.99%
32.16%
3 Years
5.96%
19.13%
5 Years
8.08%
12.16%
Since Inception
15.75%
16.12%
Fund Age
7 yrs 2 mo
5 yrs 10 mo
AUM
₹61.93 Cr
₹170.31 Cr
Alpha – 1 Year
−7.71%
27.44%
Alpha – 3 Years
−6.13%
7.04%
Information Ratio – 3 Years
-0.39
0.58
Volatility – 1 Year
26.39%
17.07%
Volatility – 3 Years
21.38%
17.73%
Beta – 1 Year
1.37
0.65
Beta – 3 Years
1.14
0.86
Sharpe Ratio – 1 Year
-0.20
1.42
Sharpe Ratio – 3 Years
0.18
0.79
Worst Rolling Year
5.04%
0.71%
Value at Worst Rolling Year
₹1.05 Cr
₹1.01 Cr
Deepest Drawdown
−33.64%
−30.82%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
17.83%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 2% · M 12% · S 82%
L 11% · M 1% · S 72%
Number of Stocks
24
18
Portfolio P/E
41.54
52.74
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%
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
Capital Goods · 15.36%
Consumer Services · 10.61%
Financial Services · 10.27%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
2.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%