Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Eureka signature approach
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
Eureka signature approach
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%
0.53%
6 Months
26.63%
8.20%
1 Year
16.86%
10.87%
3 Years
13.24%
16.09%
5 Years
17.56%
14.49%
Since Inception
16.65%
9.93%
Fund Age
10 yrs 1 mo
8 yrs 9 mo
AUM
₹11.38 Cr
₹64.23 Cr
Alpha – 1 Year
12.14%
7.11%
Alpha – 3 Years
1.15%
5.20%
Information Ratio – 3 Years
0.20
0.63
Volatility – 1 Year
29.32%
21.13%
Volatility – 3 Years
24.13%
19.82%
Beta – 1 Year
1.44
1.16
Beta – 3 Years
1.15
1.20
Sharpe Ratio – 1 Year
0.48
0.35
Sharpe Ratio – 3 Years
0.50
0.59
Worst Rolling Year
-10.45%
-6.69%
Value at Worst Rolling Year
₹0.90 Cr
₹0.93 Cr
Deepest Drawdown
−32.02%
−22.93%
Recovery Period
Not yet recovered
496 days
1-Year Rolling Windows Positive
89.77%
90.85%
Median Rolling Year
20.93%
19.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
L 25% · M 25% · S 42%
Number of Stocks
28
42
Portfolio P/E
41.96
23.92
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%
Sansera Engineering Ltd · 3.63%
Larsen & Toubro Ltd · 3.53%
Divis Laboratories Ltd · 3.36%
Tsf Investments Ltd · 3.01%
Jio Financial Services Ltd · 2.82%
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%
1% / 1% / –