Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Chanakya Capital - Growth Plan
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
Chanakya Capital - Growth Plan
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.99%
3.10%
6 Months
26.63%
2.75%
1 Year
16.86%
19.54%
3 Years
13.24%
16.88%
5 Years
17.56%
17.69%
Since Inception
16.65%
15.84%
Fund Age
10 yrs 1 mo
8 yrs
AUM
₹11.38 Cr
₹335.72 Cr
Alpha – 1 Year
12.14%
19.89%
Alpha – 3 Years
1.15%
7.88%
Information Ratio – 3 Years
0.20
0.91
Volatility – 1 Year
29.32%
22.09%
Volatility – 3 Years
24.13%
17.60%
Beta – 1 Year
1.44
1.28
Beta – 3 Years
1.15
1.08
Sharpe Ratio – 1 Year
0.48
0.68
Sharpe Ratio – 3 Years
0.50
0.74
Worst Rolling Year
-10.45%
9.01%
Value at Worst Rolling Year
₹0.90 Cr
₹1.09 Cr
Deepest Drawdown
−32.02%
−17.25%
Recovery Period
Not yet recovered
97 days
1-Year Rolling Windows Positive
89.77%
100.00%
Median Rolling Year
20.93%
21.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
L 57% · M 6% · S 37%
Number of Stocks
28
192
Portfolio P/E
41.96
18.98
Top 5 Holdings
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%
Axis Bank Ltd · 17.31%
Bajaj Holdings & Investment Ltd · 9.75%
Karur Vysya Bank Ltd · 7.90%
HDFC Bank Ltd · 7.12%
South Indian Bank Ltd · 6.83%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%