Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.99%
2.85%
6 Months
26.63%
22.81%
1 Year
16.86%
15.74%
3 Years
13.24%
19.34%
5 Years
17.56%
—
Since Inception
16.65%
24.49%
Fund Age
10 yrs 1 mo
3 yrs 3 mo
AUM
₹11.38 Cr
₹446.96 Cr
Alpha – 1 Year
12.14%
11.02%
Alpha – 3 Years
1.15%
7.25%
Information Ratio – 3 Years
0.20
0.86
Volatility – 1 Year
29.32%
23.09%
Volatility – 3 Years
24.13%
17.79%
Beta – 1 Year
1.44
1.11
Beta – 3 Years
1.15
0.93
Sharpe Ratio – 1 Year
0.48
0.51
Sharpe Ratio – 3 Years
0.50
0.79
Worst Rolling Year
-10.45%
19.32%
Value at Worst Rolling Year
₹0.90 Cr
₹1.19 Cr
Deepest Drawdown
−32.02%
−18.72%
Recovery Period
Not yet recovered
46 days
1-Year Rolling Windows Positive
89.77%
100.00%
Median Rolling Year
20.93%
21.74%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 1% · S 95%
L 19% · S 80%
Number of Stocks
28
30
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%
—
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
—