Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Emkay Investments - ENVI
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
Emkay Investments - ENVI
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%
5.18%
6 Months
26.63%
19.69%
1 Year
16.86%
25.97%
3 Years
13.24%
17.02%
5 Years
17.56%
—
Since Inception
16.65%
24.02%
Fund Age
10 yrs 1 mo
4 yrs 2 mo
AUM
₹11.38 Cr
₹101.01 Cr
Alpha – 1 Year
12.14%
21.25%
Alpha – 3 Years
1.15%
4.93%
Information Ratio – 3 Years
0.20
0.46
Volatility – 1 Year
29.32%
21.63%
Volatility – 3 Years
24.13%
19.42%
Beta – 1 Year
1.44
1.10
Beta – 3 Years
1.15
1.04
Sharpe Ratio – 1 Year
0.48
0.93
Sharpe Ratio – 3 Years
0.50
0.65
Worst Rolling Year
-10.45%
16.82%
Value at Worst Rolling Year
₹0.90 Cr
₹1.17 Cr
Deepest Drawdown
−32.02%
−20.44%
Recovery Period
Not yet recovered
365 days
1-Year Rolling Windows Positive
89.77%
100.00%
Median Rolling Year
20.93%
19.58%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 1% · S 95%
L 26% · M 14% · S 51%
Number of Stocks
28
—
Portfolio P/E
41.96
—
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%
Eicher Motors Ltd · 7.90%
Divis Laboratories Ltd · 7.30%
Sansera Engineering Ltd · 6.20%
Akums Drugs & Pharmaceuticals Ltd · 6.10%
CCL Products (India) Ltd · 5.90%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—