Portfolio Management Services (PMS)Compare Schemes
Axis - Core & Satellite PMS vs Centrum PMS - Micro
Add SchemeGrowth of ₹1 Crore
Axis - Core & Satellite PMS
Centrum PMS - Micro
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.11%
5.99%
6 Months
10.76%
26.63%
1 Year
8.14%
16.86%
3 Years
7.76%
13.24%
5 Years
10.03%
17.56%
Since Inception
11.69%
16.65%
Fund Age
6 yrs 8 mo
10 yrs 1 mo
AUM
₹87.23 Cr
₹11.38 Cr
Alpha – 1 Year
8.57%
12.14%
Alpha – 3 Years
−0.81%
1.15%
Information Ratio – 3 Years
0.02
0.20
Volatility – 1 Year
23.09%
29.32%
Volatility – 3 Years
18.26%
24.13%
Beta – 1 Year
1.29
1.44
Beta – 3 Years
1.11
1.15
Sharpe Ratio – 1 Year
0.21
0.48
Sharpe Ratio – 3 Years
0.22
0.50
Worst Rolling Year
6.59%
-10.45%
Value at Worst Rolling Year
₹1.07 Cr
₹0.90 Cr
Deepest Drawdown
−25.42%
−32.02%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
89.77%
Median Rolling Year
13.94%
20.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 19% · M 1% · S 70%
M 1% · S 95%
Number of Stocks
41
28
Portfolio P/E
25.23
41.96
Top 5 Holdings
Cash & Cash Equivalent · 9.25%
EPL Ltd · 4.54%
Mahindra & Mahindra Ltd · 4.35%
Eternal Ltd · 4.21%
Welspun Corp Ltd · 3.85%
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 · 15.02%
Capital Goods · 13.37%
Consumer Services · 11.08%
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)
3% / 2% / 1%
2% / 0% / 0%