Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Composite India - Emerging Star Fund
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
Composite India - Emerging Star Fund
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%
5.76%
6 Months
26.63%
25.00%
1 Year
16.86%
17.14%
3 Years
13.24%
16.20%
5 Years
17.56%
15.34%
Since Inception
16.65%
19.60%
Fund Age
10 yrs 1 mo
7 yrs 3 mo
AUM
₹11.38 Cr
₹127.23 Cr
Alpha – 1 Year
12.14%
12.42%
Alpha – 3 Years
1.15%
4.43%
Information Ratio – 3 Years
0.20
0.38
Volatility – 1 Year
29.32%
23.12%
Volatility – 3 Years
24.13%
20.20%
Beta – 1 Year
1.44
1.18
Beta – 3 Years
1.15
1.05
Sharpe Ratio – 1 Year
0.48
0.56
Sharpe Ratio – 3 Years
0.50
0.61
Worst Rolling Year
-10.45%
13.55%
Value at Worst Rolling Year
₹0.90 Cr
₹1.14 Cr
Deepest Drawdown
−32.02%
−26.74%
Recovery Period
Not yet recovered
143 days
1-Year Rolling Windows Positive
89.77%
100.00%
Median Rolling Year
20.93%
20.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
L 26% · M 19% · S 50%
Number of Stocks
28
101
Portfolio P/E
41.96
52.20
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%
Windlas Biotech Ltd · 5.85%
Apollo Hospitals Enterprise Ltd · 5.74%
Thyrocare Technologies Ltd · 5.53%
Bharti Airtel Ltd · 3.99%
Radico Khaitan Ltd · 3.86%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Healthcare · 27.30%
Financial Services · 21.91%
Capital Goods · 16.82%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%