Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Good to Great vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Good to Great
Wright Factor Fund
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%
10.96%
6 Months
9.08%
14.84%
1 Year
−2.99%
16.93%
3 Years
5.96%
—
5 Years
8.08%
—
Since Inception
15.75%
20.33%
Fund Age
7 yrs 2 mo
3 yrs
AUM
₹61.93 Cr
₹214.05 Cr
Alpha – 1 Year
−7.71%
12.21%
Alpha – 3 Years
−6.13%
—
Information Ratio – 3 Years
-0.39
0.51
Volatility – 1 Year
26.39%
22.29%
Volatility – 3 Years
21.38%
21.03%
Beta – 1 Year
1.37
0.97
Beta – 3 Years
1.14
0.97
Sharpe Ratio – 1 Year
-0.20
0.57
Sharpe Ratio – 3 Years
0.18
0.72
Worst Rolling Year
5.04%
18.92%
Value at Worst Rolling Year
₹1.05 Cr
₹1.19 Cr
Deepest Drawdown
−33.64%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
17.83%
19.26%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 2% · M 12% · S 82%
L 12% · M 21% · S 55%
Number of Stocks
24
25
Portfolio P/E
41.54
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
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
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%