Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
JM Financial - India Resurgent
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%
4.15%
6 Months
26.63%
18.21%
1 Year
16.86%
19.11%
3 Years
13.24%
23.58%
5 Years
17.56%
18.40%
Since Inception
16.65%
13.93%
Fund Age
10 yrs 1 mo
11 yrs 4 mo
AUM
₹11.38 Cr
₹13.37 Cr
Alpha – 1 Year
12.14%
16.13%
Alpha – 3 Years
1.15%
11.69%
Information Ratio – 3 Years
0.20
1.24
Volatility – 1 Year
29.32%
18.18%
Volatility – 3 Years
24.13%
17.99%
Beta – 1 Year
1.44
0.94
Beta – 3 Years
1.15
1.01
Sharpe Ratio – 1 Year
0.48
0.75
Sharpe Ratio – 3 Years
0.50
0.97
Worst Rolling Year
-10.45%
—
Value at Worst Rolling Year
₹0.90 Cr
—
Deepest Drawdown
−32.02%
−20.05%
Recovery Period
Not yet recovered
162 days
1-Year Rolling Windows Positive
89.77%
—
Median Rolling Year
20.93%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 1% · S 95%
L 27% · M 15% · S 55%
Number of Stocks
28
32
Portfolio P/E
41.96
41.94
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%
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 0%