Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Girik Capital - Multi Cap Growth Equity Strategy
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
Girik Capital - Multi Cap Growth Equity Strategy
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%
1.15%
6 Months
26.63%
3.53%
1 Year
16.86%
−0.08%
3 Years
13.24%
14.56%
5 Years
17.56%
12.33%
Since Inception
16.65%
18.88%
Fund Age
10 yrs 1 mo
16 yrs 7 mo
AUM
₹11.38 Cr
₹1,574.57 Cr
Alpha – 1 Year
12.14%
0.35%
Alpha – 3 Years
1.15%
5.99%
Information Ratio – 3 Years
0.20
0.72
Volatility – 1 Year
29.32%
16.64%
Volatility – 3 Years
24.13%
15.28%
Beta – 1 Year
1.44
0.97
Beta – 3 Years
1.15
0.94
Sharpe Ratio – 1 Year
0.48
-0.25
Sharpe Ratio – 3 Years
0.50
0.61
Worst Rolling Year
-10.45%
-0.31%
Value at Worst Rolling Year
₹0.90 Cr
₹1.00 Cr
Deepest Drawdown
−32.02%
−22.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
89.77%
99.36%
Median Rolling Year
20.93%
22.10%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
L 39% · M 8% · S 47%
Number of Stocks
28
33
Portfolio P/E
41.96
40.75
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%
Bajaj Finance Ltd · 6.08%
Eternal Ltd · 5.50%
Bharat Heavy Electricals Ltd · 4.84%
RBL Bank Ltd · 4.82%
HDFC Asset Management Company Ltd · 4.75%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Financial Services · 29.65%
Healthcare · 15.42%
Consumer Services · 12.38%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%