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) |
|---|---|---|---|
| -5.90% | 0.78 | 19.30% | 67.09% |
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 | -6.54% | -10.61% | -11.21% | -8.57% | 1.26% | 12.22% | 13.35% | - | 16.15% |
| S&P BSE 500 TRI | -3.34% | -2.64% | 0.98% | 7.74% | 8.72% | 16.39% | 16.43% | 14.75% |
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 8M | 94.39 | S&P BSE 500 TRI | 16.15% | 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 | 5.92% | -27.95% | 67.09% | -22.03% | 1.21 | 19.30% | -0.79 | 4.92% | 0.33 | 54.43 % |
| Nifty 500 | 9.33% | -27.54% | -18.21% | 1.20 | 3.01% | 0.23 | 56.96 % | |||
| Nifty Midcap 100 | 9.89% | -27.16% | -17.27% | 0.96 | -2.90% | -0.28 | 46.84 % | |||
| Nifty Smallcap 100 | 20.78% | -26.68% | -5.90% | 0.78 | 0.43% | 0.05 | 54.43 % | |||
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 |
| Real Estate | 17.00 |
| Financials | 16.00 |
| Consumer Discretionary | 7.00 |
| Recycling | 7.00 |
| Metals | 7.00 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 4.17 |
| Mid Cap | 23.63 |
| Small Cap | 61.95 |
| Cash | 10.25 |
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 31st Jan 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 Dec 25.
