| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| -9.48% | 0.90 | 16.67% | 69.57% |
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Centrum Multibagger | -3.80% | -0.40% | 4.90% | 41.20% | 9.50% | 14.60% | 22.60% | 21.40% | 18.60% |
| BSE 500 | 0.90% | 4.50% | 17.40% | 40.20% | 17.80% | 19.30% | 17.40% | 15.90% | 15.30% |
| 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 Multibagger | Mid & Small Cap | Mr. Abhishek Anand | 05 March 2012 | 12Y 1M | - | BSE 500 | 18.60% | 23 | 5 |
| 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 | 17.84% | 3.06% | 69.57% | 20.90% | 0.47 | 16.67% | 4.43 | 10.05% | 0.72 | 53.04 % |
| Nifty 500 | 10.84% | 5.57% | 16.41% | 0.85 | 9.23% | 0.78 | 54.78 % | |||
| Nifty Midcap 100 | -5.65% | 4.28% | -1.37% | 0.88 | 8.02% | 0.76 | 55.65 % | |||
| Nifty Smallcap 100 | -11.65% | 2.17% | -9.48% | 0.90 | 10.46% | 0.88 | 58.26 % | |||
| Holding | % |
|---|---|
| TRENT LTD | 6.60 |
| CARYSIL LTD | 6.40 |
| APL APOLLO TUBES LTD | 6.10 |
| TIME TECHNOPLAST LTD | 5.80 |
| BRIGADE ENTERPRISES LTD | 5.30 |
| Holding | % |
|---|---|
| Textiles, Apparel & Luxury Goods | 17.00 |
| Financials | 14.00 |
| Chemicals | 12.00 |
| Building Products | 11.00 |
| Real Estate | 10.00 |
| Allocations | % |
|---|---|
| Large Cap | 25 |
| Mid Cap | 15 |
| Small Cap | 53 |
| Cash | 6 |
Book
a call with our PMS AIF Specialists
#Returns as of 31 Mar 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Sep 21.
By PMS AIF WORLD • Over 30,000 Subscribers
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