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) |
|---|---|---|---|
| 12.39% | 0.80 | 18.88% | 70% |
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 | 5.00% | -1.00% | 8.00% | -8.00% | 13.00% | 13.00% | 19.00% | - | 19.00% |
| S&P BSE 500 TRI | 4.00% | 4.00% | 8.00% | 5.00% | 20.00% | 16.00% | 21.00% | - | 16.00% |
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 | 6Y 5M | - | S&P BSE 500 TRI | 19.00% | 24 | 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 | -0.03% | 0.74% | 70% | 0.71% | 1.00 | 18.88% | -0.31 | 13.16% | 0.82 | 60.00 % |
| Nifty 500 | 0.10% | -0.88% | -0.78% | 1.02 | 11.17% | 0.83 | 62.50 % | |||
| Nifty Midcap 100 | -3.45% | 0.25% | -3.20% | 0.81 | 6.76% | 0.62 | 57.50 % | |||
| Nifty Smallcap 100 | -0.65% | 13.04% | 12.39% | 0.80 | 12.01% | 1.19 | 65.00 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
Sector Allocation
| Holding | % |
|---|---|
| Textiles, Apparel & Luxury Goods | 22.00 |
| Financials | 16.00 |
| Real Estate | 14.00 |
| Building Products | 9.00 |
| Chemicals | 7.00 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 4.00 |
| Mid Cap | 24.00 |
| Small Cap | 65.00 |
| Cash | 7.00 |
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 31 Oct 2025. 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 22.
