Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Green Portfolio - Super 30 Dynamic
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
Green Portfolio - Super 30 Dynamic
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.99%
−0.92%
6 Months
26.63%
32.15%
1 Year
16.86%
16.77%
3 Years
13.24%
19.00%
5 Years
17.56%
20.10%
Since Inception
16.65%
27.01%
Fund Age
10 yrs 1 mo
6 yrs 10 mo
AUM
₹11.38 Cr
₹247.64 Cr
Alpha – 1 Year
12.14%
13.79%
Alpha – 3 Years
1.15%
7.10%
Information Ratio – 3 Years
0.20
0.30
Volatility – 1 Year
29.32%
39.13%
Volatility – 3 Years
24.13%
29.47%
Beta – 1 Year
1.44
1.87
Beta – 3 Years
1.15
1.36
Sharpe Ratio – 1 Year
0.48
0.42
Sharpe Ratio – 3 Years
0.50
0.55
Worst Rolling Year
-10.45%
15.03%
Value at Worst Rolling Year
₹0.90 Cr
₹1.15 Cr
Deepest Drawdown
−32.02%
−35.86%
Recovery Period
Not yet recovered
94 days
1-Year Rolling Windows Positive
89.77%
100.00%
Median Rolling Year
20.93%
31.90%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
S 80%
Number of Stocks
28
42
Portfolio P/E
41.96
42.30
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%
Sejal Glass Ltd · 10.47%
HFCL Ltd · 8.12%
Centum Electronics Ltd · 7.51%
Supriya Lifescience Ltd · 5.88%
Misc · 5.19%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
—
Fixed Fee
2.00% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%