Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Kotak India Focus Portfolio - series I
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
Kotak India Focus Portfolio - series I
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.99%
2.41%
6 Months
26.63%
2.04%
1 Year
16.86%
13.04%
3 Years
13.24%
15.74%
5 Years
17.56%
14.15%
Since Inception
16.65%
15.13%
Fund Age
10 yrs 1 mo
14 yrs 1 mo
AUM
₹11.38 Cr
₹850.7 Cr
Alpha – 1 Year
12.14%
13.39%
Alpha – 3 Years
1.15%
6.74%
Information Ratio – 3 Years
0.20
1.02
Volatility – 1 Year
29.32%
18.01%
Volatility – 3 Years
24.13%
15.42%
Beta – 1 Year
1.44
1.04
Beta – 3 Years
1.15
0.99
Sharpe Ratio – 1 Year
0.48
0.48
Sharpe Ratio – 3 Years
0.50
0.76
Worst Rolling Year
-10.45%
-19.06%
Value at Worst Rolling Year
₹0.90 Cr
₹0.81 Cr
Deepest Drawdown
−32.02%
−15.54%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
89.77%
83.40%
Median Rolling Year
20.93%
18.72%
5-Year Rolling Windows Positive
100.00%
95.45%
Market-Cap Mix
M 1% · S 95%
L 53% · M 28% · S 13%
Number of Stocks
28
—
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%
Shriram Finance Ltd · 10.46%
Bharti Airtel Ltd · 5.27%
Apar Industries Ltd · 5.27%
Bajaj Auto Ltd · 5.16%
KEI Industries Ltd · 4.94%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
—
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%