Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Geojit - Freedom Portfolio
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
Geojit - Freedom Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.99%
2.33%
6 Months
26.63%
5.53%
1 Year
16.86%
9.60%
3 Years
13.24%
6.75%
5 Years
17.56%
7.07%
Since Inception
16.65%
13.02%
Fund Age
10 yrs 1 mo
14 yrs 9 mo
AUM
₹11.38 Cr
₹179.27 Cr
Alpha – 1 Year
12.14%
9.95%
Alpha – 3 Years
1.15%
−2.25%
Information Ratio – 3 Years
0.20
-0.39
Volatility – 1 Year
29.32%
17.14%
Volatility – 3 Years
24.13%
14.92%
Beta – 1 Year
1.44
1.04
Beta – 3 Years
1.15
1.00
Sharpe Ratio – 1 Year
0.48
0.31
Sharpe Ratio – 3 Years
0.50
0.15
Worst Rolling Year
-10.45%
-6.19%
Value at Worst Rolling Year
₹0.90 Cr
₹0.94 Cr
Deepest Drawdown
−32.02%
−21.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
89.77%
95.53%
Median Rolling Year
20.93%
12.72%
5-Year Rolling Windows Positive
100.00%
99.15%
Market-Cap Mix
M 1% · S 95%
L 69% · M 12% · S 15%
Number of Stocks
28
22
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%
ICICI Bank Ltd · 9.74%
Reliance Industries Ltd · 8.27%
Bharat Electronics Ltd · 6.87%
CG Power & Industrial Solutions Ltd · 5.96%
Maruti Suzuki India Ltd · 5.89%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—