Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Karvy Capital - Excel
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
Karvy Capital - Excel
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.99%
0.53%
6 Months
26.63%
5.22%
1 Year
16.86%
8.94%
3 Years
13.24%
10.33%
5 Years
17.56%
10.77%
Since Inception
16.65%
10.49%
Fund Age
10 yrs 1 mo
9 yrs 9 mo
AUM
₹11.38 Cr
₹67.62 Cr
Alpha – 1 Year
12.14%
−0.44%
Alpha – 3 Years
1.15%
0.76%
Information Ratio – 3 Years
0.20
0.44
Volatility – 1 Year
29.32%
2.31%
Volatility – 3 Years
24.13%
1.38%
Beta – 1 Year
1.44
0.41
Beta – 3 Years
1.15
0.46
Sharpe Ratio – 1 Year
0.48
1.46
Sharpe Ratio – 3 Years
0.50
3.36
Worst Rolling Year
-10.45%
9.87%
Value at Worst Rolling Year
₹0.90 Cr
₹1.10 Cr
Deepest Drawdown
−32.02%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
89.77%
100.00%
Median Rolling Year
20.93%
10.78%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
—
Number of Stocks
28
17
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%
Annapurna Finance Pvt. Ltd. 13.10% DB REDEEM 29/08/2028 INR 100000 · 22.12%
Arohan Financial Services Ltd. 12.85% DB REDEEM 25/10/2026 INR 10 · 21.13%
Satin Creditcare Network Ltd 13% DB REDEEM 11/09/2026 INR 100000 · 10.89%
ANNAPURNA FINANCE PRIVATE LIMITED 11.75 NCD 14AP32 FVRS1LAC · 8.99%
Aye Finance Ltd. 10.50% DB REDEEM 30/04/2027 INR 100000 · 8.20%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Others · 99.75%
Government · 0.23%
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%