Portfolio Management Services (PMS)Compare Schemes
Care PMS - Large & Midcap Strategy vs Centrum PMS - Micro
Add SchemeGrowth of ₹1 Crore
Care PMS - Large & Midcap Strategy
Centrum PMS - Micro
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−1.86%
5.99%
6 Months
0.50%
26.63%
1 Year
6.34%
16.86%
3 Years
19.74%
13.24%
5 Years
16.62%
17.56%
Since Inception
20.10%
16.65%
Fund Age
6 yrs 1 mo
10 yrs 1 mo
AUM
₹56.91 Cr
₹11.38 Cr
Alpha – 1 Year
1.64%
12.14%
Alpha – 3 Years
7.64%
1.15%
Information Ratio – 3 Years
0.90
0.20
Volatility – 1 Year
16.52%
29.32%
Volatility – 3 Years
17.18%
24.13%
Beta – 1 Year
0.89
1.44
Beta – 3 Years
1.04
1.15
Sharpe Ratio – 1 Year
0.14
0.48
Sharpe Ratio – 3 Years
0.84
0.50
Worst Rolling Year
18.93%
-10.45%
Value at Worst Rolling Year
₹1.19 Cr
₹0.90 Cr
Deepest Drawdown
−18.72%
−32.02%
Recovery Period
245 days
Not yet recovered
1-Year Rolling Windows Positive
100.00%
89.77%
Median Rolling Year
25.30%
20.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 59% · M 40%
M 1% · S 95%
Number of Stocks
20
28
Portfolio P/E
27.00
41.96
Top 5 Holdings
Zydus Lifesciences Ltd · 12.94%
UltraTech Cement Ltd · 10.19%
Hindalco Industries Ltd · 8.37%
Coromandel International Ltd · 8.27%
Larsen & Toubro Ltd · 7.24%
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
Healthcare · 19.74%
Metals & Mining · 18.68%
Chemicals · 12.76%
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%