Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Composite India - GARP Fund
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
Composite India - GARP 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%
3.99%
6 Months
26.63%
22.77%
1 Year
16.86%
24.21%
3 Years
13.24%
13.20%
5 Years
17.56%
12.56%
Since Inception
16.65%
18.69%
Fund Age
10 yrs 1 mo
7 yrs 4 mo
AUM
₹11.38 Cr
₹114.64 Cr
Alpha – 1 Year
12.14%
19.49%
Alpha – 3 Years
1.15%
1.43%
Information Ratio – 3 Years
0.20
0.12
Volatility – 1 Year
29.32%
24.82%
Volatility – 3 Years
24.13%
21.64%
Beta – 1 Year
1.44
1.34
Beta – 3 Years
1.15
1.13
Sharpe Ratio – 1 Year
0.48
0.78
Sharpe Ratio – 3 Years
0.50
0.46
Worst Rolling Year
-10.45%
10.43%
Value at Worst Rolling Year
₹0.90 Cr
₹1.10 Cr
Deepest Drawdown
−32.02%
−24.42%
Recovery Period
Not yet recovered
92 days
1-Year Rolling Windows Positive
89.77%
100.00%
Median Rolling Year
20.93%
18.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
L 20% · M 28% · S 47%
Number of Stocks
28
32
Portfolio P/E
41.96
37.13
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%
L&T Finance Ltd · 6.45%
Garware Hi Tech Films Ltd · 6.35%
Piramal Finance Ltd · 5.97%
Eicher Motors Ltd · 5.58%
Divis Laboratories Ltd · 5.56%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Financial Services · 22.52%
Capital Goods · 19.92%
Healthcare · 18.45%
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%