Portfolio Management Services (PMS)Compare Schemes
Aequitas - India Opportunities Product vs Centrum PMS - Micro
Add SchemeGrowth of ₹1 Crore
Aequitas - India Opportunities Product
Centrum PMS - Micro
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.66%
5.99%
6 Months
−5.56%
26.63%
1 Year
34.70%
16.86%
3 Years
27.41%
13.24%
5 Years
32.51%
17.56%
Since Inception
32.15%
16.65%
Fund Age
13 yrs 6 mo
10 yrs 1 mo
AUM
₹2,318.72 Cr
₹11.38 Cr
Alpha – 1 Year
35.05%
12.14%
Alpha – 3 Years
18.41%
1.15%
Information Ratio – 3 Years
1.03
0.20
Volatility – 1 Year
21.67%
29.32%
Volatility – 3 Years
15.53%
24.13%
Beta – 1 Year
0.28
1.44
Beta – 3 Years
0.35
1.15
Sharpe Ratio – 1 Year
1.24
0.48
Sharpe Ratio – 3 Years
1.31
0.50
Worst Rolling Year
-17.36%
-10.45%
Value at Worst Rolling Year
₹0.83 Cr
₹0.90 Cr
Deepest Drawdown
−21.72%
−32.02%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
88.36%
89.77%
Median Rolling Year
37.79%
20.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 4% · M 6% · S 13%
M 1% · S 95%
Number of Stocks
9
28
Portfolio P/E
14.68
41.96
Top 5 Holdings
Cash & Cash Equivalent · 79.92%
Petronet LNG Ltd · 5.76%
HDFC Bank Ltd · 3.99%
Technocraft Industries (India) Ltd · 3.23%
Can Fin Homes Ltd · 2.38%
Venus Pipes & Tubes Ltd · 6.84%
Stylam Industries Ltd · 6.80%
Time Technoplast Ltd · 6.11%
S P Apparels Ltd · 5.19%
Vishnu Chemicals Ltd · 4.78%
Top Sectors
Financial Services · 6.37%
Oil, Gas & Consumable Fuels · 5.76%
Capital Goods · 3.23%
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%