To create significant outperformance over the long term by investing in high quality Midcap and Small cap companies
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -14.24% | 0.96 | 25.13% | 64.29% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Centrum PMS Good To Great | 6.09% | 22.24% | -2.36% | -9.14% | -6.09% | 9.65% | 8.84% | - | 15.86% |
| S&P BSE 500 TRI | 1.73% | 12.10% | -3.53% | -1.96% | 1.52% | 12.52% | 12.20% | - | 13.81% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Centrum PMS Good To Great | Small & Mid Cap | Mr. Abul Fateh | 04 June 2019 | 7Y 2M | 62.02 | S&P BSE 500 TRI | 15.86% | 23 | 10 |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | 47.02% | -54.97% | 64.29% | -7.95% | 1.42 | 25.13% | -0.66 | 4.76% | 0.31 | 52.38 % |
| Nifty 500 | 43.81% | -55.98% | -12.17% | 1.35 | 2.16% | 0.17 | 54.76 % | |||
| Nifty Midcap 100 | 36.77% | -57.08% | -20.31% | 1.14 | -4.55% | -0.43 | 45.24 % | |||
| Nifty Smallcap 100 | 43.51% | -57.75% | -14.24% | 0.96 | -1.50% | -0.16 | 51.19 % | |||
| BSE 500 | 44.25% | -55.95% | -11.70% | 1.36 | 2.37% | 0.18 | 54.76 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Sector Allocation
| Holding | % |
|---|---|
| Textiles, Apparel & Luxury Goods | 22.00 |
| Financials | 13.00 |
| Real Estate | 15.00 |
| Building Products | 9.00 |
| Chemicals | 7.00 |
| Real Estate | 17.00 |
| Financials | 16.00 |
| Consumer Discretionary | 11.00 |
| Recycling | 8.00 |
| Metals | 8.00 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 3.00 |
| Mid Cap | 14.00 |
| Small Cap | 64.00 |
| Cash | 19.00 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 30th Jun 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of May 26.
