Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Enam India Vision Portfolio
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
Enam India Vision Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.99%
1.68%
6 Months
26.63%
12.22%
1 Year
16.86%
16.41%
3 Years
13.24%
12.88%
5 Years
17.56%
—
Since Inception
16.65%
15.20%
Fund Age
10 yrs 1 mo
3 yrs 7 mo
AUM
₹11.38 Cr
₹890.3 Cr
Alpha – 1 Year
12.14%
11.69%
Alpha – 3 Years
1.15%
0.79%
Information Ratio – 3 Years
0.20
0.11
Volatility – 1 Year
29.32%
18.16%
Volatility – 3 Years
24.13%
14.87%
Beta – 1 Year
1.44
0.92
Beta – 3 Years
1.15
0.86
Sharpe Ratio – 1 Year
0.48
0.64
Sharpe Ratio – 3 Years
0.50
0.54
Worst Rolling Year
-10.45%
11.39%
Value at Worst Rolling Year
₹0.90 Cr
₹1.11 Cr
Deepest Drawdown
−32.02%
−18.04%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
89.77%
100.00%
Median Rolling Year
20.93%
13.55%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 1% · S 95%
L 31% · M 50% · S 18%
Number of Stocks
28
20
Portfolio P/E
41.96
33.00
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%
Piramal Finance Ltd · 10.75%
Aegis Logistics Ltd · 8.94%
Emcure Pharmaceuticals Ltd · 7.58%
Glenmark Pharmaceuticals Ltd · 7.51%
Bharti Airtel Ltd · 6.89%
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%
0% / 0% / 0%