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) |
|---|---|---|---|
| -10.11% | 0.85 | 18.52% | 64.63% |
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 | -12.00% | -20.00% | -20.00% | -16.00% | -5.00% | 9.00% | 7.00% | - | 13.00% |
| S&P BSE 500 TRI | -11.00% | -14.00% | -10.00% | -3.00% | 1.00% | 13.00% | 12.00% | - | 13.00% |
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 10M | - | S&P BSE 500 TRI | 13.00% | 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 | 17.67% | -28.27% | 64.63% | -10.60% | 1.04 | 18.52% | -1.04 | 3.47% | 0.23 | 52.44 % |
| Nifty 500 | 16.88% | -28.72% | -11.84% | 1.04 | 1.58% | 0.12 | 54.88 % | |||
| Nifty Midcap 100 | 10.17% | -29.67% | -19.50% | 0.99 | -4.50% | -0.43 | 45.12 % | |||
| Nifty Smallcap 100 | 19.64% | -29.75% | -10.11% | 0.85 | -0.81% | -0.09 | 52.44 % | |||
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 | 4.00 |
| Mid Cap | 19.00 |
| Small Cap | 66.00 |
| Cash | 11.00 |
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 31st March 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 Mar 26.
