Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Green Portfolio - The Impact ESG Fund
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
Green Portfolio - The Impact ESG Fund
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%
−3.33%
6 Months
26.63%
24.60%
1 Year
16.86%
7.56%
3 Years
13.24%
20.98%
5 Years
17.56%
—
Since Inception
16.65%
24.10%
Fund Age
10 yrs 1 mo
4 yrs 4 mo
AUM
₹11.38 Cr
₹3.89 Cr
Alpha – 1 Year
12.14%
4.58%
Alpha – 3 Years
1.15%
9.08%
Information Ratio – 3 Years
0.20
0.07
Volatility – 1 Year
29.32%
32.74%
Volatility – 3 Years
24.13%
27.24%
Beta – 1 Year
1.44
1.49
Beta – 3 Years
1.15
1.30
Sharpe Ratio – 1 Year
0.48
0.20
Sharpe Ratio – 3 Years
0.50
0.49
Worst Rolling Year
-10.45%
17.91%
Value at Worst Rolling Year
₹0.90 Cr
₹1.18 Cr
Deepest Drawdown
−32.02%
−34.40%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
89.77%
100.00%
Median Rolling Year
20.93%
25.17%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 1% · S 95%
—
Number of Stocks
28
27
Portfolio P/E
41.96
52.77
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%
Time Technoplast Ltd · 10.10%
HFCL Ltd · 8.63%
Coastal Corporation Ltd · 7.30%
Antony Waste Handling Cell Ltd · 7.04%
S P Apparels Ltd · 6.67%
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%