Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Envision Capital - India Opportunities
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
Envision Capital - India Opportunities
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%
3.39%
6 Months
26.63%
19.31%
1 Year
16.86%
11.21%
3 Years
13.24%
13.34%
5 Years
17.56%
15.02%
Since Inception
16.65%
17.08%
Fund Age
10 yrs 1 mo
5 yrs 4 mo
AUM
₹11.38 Cr
₹135.65 Cr
Alpha – 1 Year
12.14%
6.49%
Alpha – 3 Years
1.15%
1.25%
Information Ratio – 3 Years
0.20
0.12
Volatility – 1 Year
29.32%
20.71%
Volatility – 3 Years
24.13%
17.79%
Beta – 1 Year
1.44
1.05
Beta – 3 Years
1.15
0.97
Sharpe Ratio – 1 Year
0.48
0.35
Sharpe Ratio – 3 Years
0.50
0.50
Worst Rolling Year
-10.45%
12.49%
Value at Worst Rolling Year
₹0.90 Cr
₹1.12 Cr
Deepest Drawdown
−32.02%
−25.10%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
89.77%
100.00%
Median Rolling Year
20.93%
19.71%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
L 18% · M 24% · S 55%
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%
Eternal Ltd · 5.00%
Reliance Industries Ltd · 4.50%
Cartrade Tech Ltd · 4.50%
FSN E-Commerce Ventures Ltd · 4.10%
One 97 Communications Ltd · 3.80%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
—
Fixed Fee
2.00% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
10% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / 0%