Portfolio Management Services (PMS)Compare Schemes
Anand Rathi Advisors - MNC PMS vs Centrum PMS - Micro
Add SchemeGrowth of ₹1 Crore
Anand Rathi Advisors - MNC PMS
Centrum PMS - Micro
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.15%
5.99%
6 Months
9.28%
26.63%
1 Year
4.13%
16.86%
3 Years
7.71%
13.24%
5 Years
8.27%
17.56%
Since Inception
11.49%
16.65%
Fund Age
8 yrs 5 mo
10 yrs 1 mo
AUM
₹123.55 Cr
₹11.38 Cr
Alpha – 1 Year
−0.59%
12.14%
Alpha – 3 Years
−4.38%
1.15%
Information Ratio – 3 Years
-0.33
0.20
Volatility – 1 Year
21.50%
29.32%
Volatility – 3 Years
16.95%
24.13%
Beta – 1 Year
1.12
1.44
Beta – 3 Years
0.97
1.15
Sharpe Ratio – 1 Year
-0.02
0.48
Sharpe Ratio – 3 Years
0.26
0.50
Worst Rolling Year
7.04%
-10.45%
Value at Worst Rolling Year
₹1.07 Cr
₹0.90 Cr
Deepest Drawdown
−24.41%
−32.02%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
89.77%
Median Rolling Year
15.95%
20.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 29% · M 38% · S 31%
M 1% · S 95%
Number of Stocks
20
28
Portfolio P/E
49.58
41.96
Top 5 Holdings
Cummins India Ltd · 7.76%
Nippon Life India Asset Management Ltd · 7.76%
Maruti Suzuki India Ltd · 6.59%
Siemens Energy India Ltd · 6.47%
Glaxosmithkline Pharmaceuticals Ltd · 5.89%
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
Capital Goods · 31.78%
Fast Moving Consumer Goods · 20.06%
Financial Services · 18.01%
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / 0%
2% / 0% / 0%