PMS · Equity · Mid Cap
Centrum PMS - Multibagger
Fund size₹3 Cr
Alpha (3Y)−1.11%
3Y return13.40%
Fund age12 yrs 9 mo
Fund Manager
Growth of₹Cr
Centrum PMS Multibagger
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Centrum PMS Multibagger—30.15%29.69%13.40%27.88%19.95%
Nifty 500−9.50%15.81%21.06%15.36%19.07%15.28%
Excess over benchmark—14.34%8.63%−1.96%8.81%4.67%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Dec 2024.
Risk : What you take on to earn the return
Volatility
17.92%
Benchmark approx 13.17%
A standard deviation reflecting historical swings.
Sensitivity
1.00
Beta vs benchmark 1.00
How strongly the scheme moves with the index.
Risk-reward
0.40
Sharpe
Excess return gained per unit of volatility.
Capture ratio
95 / 98
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
Portfolio Details : Where the money actually sits
Stocks
24
P/E ratio
43.56
P/B ratio
5.11
Dividend yield
0.13%
Avg market cap
₹25,716 Cr
Median market cap
₹8,537 Cr
Asset class
Equity
Market cap
Large cap8.46%
Mid cap14.12%
Small cap68.79%
Cash & others8.63%
As on 31 Dec 2024
Fees
A fixed plan is cheaper when returns are strong.
FixedPlan A · Simple
Fixed Management Fee2.00% / yr
Performance FeeNone
Hurdle RateNot applicable
No exit load. Lock-in: Nil.
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