Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Karvy Capital - Demeter
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
Karvy Capital - Demeter
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.99%
0.18%
6 Months
26.63%
2.87%
1 Year
16.86%
3.77%
3 Years
13.24%
6.69%
5 Years
17.56%
6.74%
Since Inception
16.65%
10.62%
Fund Age
10 yrs 1 mo
12 yrs 1 mo
AUM
₹11.38 Cr
₹61.33 Cr
Alpha – 1 Year
12.14%
−5.66%
Alpha – 3 Years
1.15%
−3.03%
Information Ratio – 3 Years
0.20
-1.20
Volatility – 1 Year
29.32%
3.14%
Volatility – 3 Years
24.13%
2.07%
Beta – 1 Year
1.44
-0.20
Beta – 3 Years
1.15
-0.08
Sharpe Ratio – 1 Year
0.48
-0.40
Sharpe Ratio – 3 Years
0.50
0.62
Worst Rolling Year
-10.45%
-3.43%
Value at Worst Rolling Year
₹0.90 Cr
₹0.97 Cr
Deepest Drawdown
−32.02%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
89.77%
99.16%
Median Rolling Year
20.93%
11.58%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
—
Number of Stocks
28
9
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%
Kotak Money Market Fund - Direct (G) · 47.28%
SATIN CREDITCARE NETWORK LIMITED 10.15 NCD 13JL28 FVRS10000 · 29.85%
KEERTANA FINSERV LIMITED 12 NCD 04SP28 FVRS10000 · 13.42%
Electronica Finance Ltd. 12.90% DB REDEEM 26/09/2029 INR 100000 · 4.73%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 1.45%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Others · 92.72%
Government · 7.02%
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%