Portfolio Management Services (PMS)Compare Schemes
Capgrow - Growth vs Centrum PMS - Micro
Add SchemeGrowth of ₹1 Crore
Capgrow - Growth
Centrum PMS - Micro
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 11.9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
3.35%
5.99%
6 Months
3.75%
26.63%
1 Year
−5.76%
16.86%
3 Years
3.98%
13.24%
5 Years
6.05%
17.56%
Since Inception
9.94%
16.65%
Fund Age
7 yrs 9 mo
10 yrs 1 mo
AUM
₹45.09 Cr
₹11.38 Cr
Alpha – 1 Year
−8.74%
12.14%
Alpha – 3 Years
−7.91%
1.15%
Information Ratio – 3 Years
-1.11
0.20
Volatility – 1 Year
21.69%
29.32%
Volatility – 3 Years
18.00%
24.13%
Beta – 1 Year
1.21
1.44
Beta – 3 Years
1.08
1.15
Sharpe Ratio – 1 Year
-0.42
0.48
Sharpe Ratio – 3 Years
0.01
0.50
Worst Rolling Year
3.08%
-10.45%
Value at Worst Rolling Year
₹1.03 Cr
₹0.90 Cr
Deepest Drawdown
−29.01%
−32.02%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
89.77%
Median Rolling Year
12.65%
20.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 35% · M 13% · S 51%
M 1% · S 95%
Number of Stocks
43
28
Portfolio P/E
—
41.96
Top 5 Holdings
ICICI Bank Ltd · 7.13%
Bharti Airtel Ltd · 6.98%
Sheela Foam Ltd · 5.64%
Vinati Organics Ltd · 5.17%
Godrej Agrovet Ltd · 5.13%
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 · 26.49%
Capital Goods · 13.62%
Fast Moving Consumer Goods · 11.66%
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
2% of profit
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%