Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Ckredence-Diversified Fund
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
Ckredence-Diversified Fund
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
5.99%
5.36%
6 Months
26.63%
17.83%
1 Year
16.86%
22.60%
3 Years
13.24%
18.89%
5 Years
17.56%
16.73%
Since Inception
16.65%
18.63%
Fund Age
10 yrs 1 mo
5 yrs 2 mo
AUM
₹11.38 Cr
₹146.97 Cr
Alpha – 1 Year
12.14%
17.88%
Alpha – 3 Years
1.15%
6.80%
Information Ratio – 3 Years
0.20
0.75
Volatility – 1 Year
29.32%
20.18%
Volatility – 3 Years
24.13%
16.94%
Beta – 1 Year
1.44
1.05
Beta – 3 Years
1.15
0.94
Sharpe Ratio – 1 Year
0.48
0.85
Sharpe Ratio – 3 Years
0.50
0.80
Worst Rolling Year
-10.45%
15.50%
Value at Worst Rolling Year
₹0.90 Cr
₹1.16 Cr
Deepest Drawdown
−32.02%
−17.05%
Recovery Period
Not yet recovered
199 days
1-Year Rolling Windows Positive
89.77%
100.00%
Median Rolling Year
20.93%
20.61%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
L 20% · M 19% · S 58%
Number of Stocks
28
32
Portfolio P/E
41.96
39.10
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%
Laurus Labs Ltd · 11.29%
Cash & Cash Equivalent · 5.57%
Gokaldas Exports Ltd · 5.23%
State Bank of India · 5.00%
Samvardhana Motherson International Ltd · 4.19%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Healthcare · 22.47%
Automobile and Auto Components · 12.95%
Capital Goods · 11.86%
Fixed Fee
2.00% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / 0%