Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs InCred Capital - Healthcare PMS
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
InCred Capital - Healthcare PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.99%
4.22%
6 Months
26.63%
14.78%
1 Year
16.86%
3.60%
3 Years
13.24%
26.42%
5 Years
17.56%
15.65%
Since Inception
16.65%
19.18%
Fund Age
10 yrs 1 mo
5 yrs 5 mo
AUM
₹11.38 Cr
₹730.87 Cr
Alpha – 1 Year
12.14%
0.62%
Alpha – 3 Years
1.15%
14.53%
Information Ratio – 3 Years
0.20
0.84
Volatility – 1 Year
29.32%
21.03%
Volatility – 3 Years
24.13%
18.57%
Beta – 1 Year
1.44
0.98
Beta – 3 Years
1.15
0.72
Sharpe Ratio – 1 Year
0.48
0.01
Sharpe Ratio – 3 Years
0.50
1.08
Worst Rolling Year
-10.45%
8.04%
Value at Worst Rolling Year
₹0.90 Cr
₹1.08 Cr
Deepest Drawdown
−32.02%
−22.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
89.77%
100.00%
Median Rolling Year
20.93%
26.18%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
L 11% · M 7% · S 82%
Number of Stocks
28
17
Portfolio P/E
41.96
52.34
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%
Healthcare Global Enterprises Ltd · 14.95%
Thyrocare Technologies Ltd · 9.22%
FDC Ltd · 6.77%
Jubilant Pharmova Ltd · 6.67%
Jeena Sikho Lifecare Ltd · 6.65%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / 0%