Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Estee-I-Alpha
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
Estee-I-Alpha
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%
−0.25%
6 Months
26.63%
3.36%
1 Year
16.86%
7.71%
3 Years
13.24%
10.42%
5 Years
17.56%
9.09%
Since Inception
16.65%
10.42%
Fund Age
10 yrs 1 mo
16 yrs 11 mo
AUM
₹11.38 Cr
₹257.93 Cr
Alpha – 1 Year
12.14%
0.40%
Alpha – 3 Years
1.15%
2.97%
Information Ratio – 3 Years
0.20
2.62
Volatility – 1 Year
29.32%
1.99%
Volatility – 3 Years
24.13%
1.94%
Beta – 1 Year
1.44
0.35
Beta – 3 Years
1.15
0.35
Sharpe Ratio – 1 Year
0.48
1.45
Sharpe Ratio – 3 Years
0.50
3.79
Worst Rolling Year
-10.45%
7.00%
Value at Worst Rolling Year
₹0.90 Cr
₹1.07 Cr
Deepest Drawdown
−32.02%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
89.77%
100.00%
Median Rolling Year
20.93%
11.56%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
—
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%
HDFC Bank Ltd · 5.03%
ICICI Bank Ltd · 3.21%
Kotak Mahindra Bank Ltd · 1.04%
IndusInd Bank Ltd · 0.97%
SBI · 0.72%
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%