Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs KRChoksey - Alpha Invest
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
KRChoksey - Alpha Invest
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.99%
0.97%
6 Months
26.63%
6.33%
1 Year
16.86%
−0.99%
3 Years
13.24%
6.26%
5 Years
17.56%
6.47%
Since Inception
16.65%
5.18%
Fund Age
10 yrs 1 mo
19 yrs 5 mo
AUM
₹11.38 Cr
₹95.89 Cr
Alpha – 1 Year
12.14%
2.51%
Alpha – 3 Years
1.15%
−2.73%
Information Ratio – 3 Years
0.20
-0.10
Volatility – 1 Year
29.32%
20.93%
Volatility – 3 Years
24.13%
17.77%
Beta – 1 Year
1.44
1.14
Beta – 3 Years
1.15
1.05
Sharpe Ratio – 1 Year
0.48
-0.20
Sharpe Ratio – 3 Years
0.50
0.23
Worst Rolling Year
-10.45%
-21.50%
Value at Worst Rolling Year
₹0.90 Cr
₹0.79 Cr
Deepest Drawdown
−32.02%
−30.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
89.77%
74.63%
Median Rolling Year
20.93%
10.39%
5-Year Rolling Windows Positive
100.00%
82.76%
Market-Cap Mix
M 1% · S 95%
L 77% · M 12% · S 11%
Number of Stocks
28
57
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%
Reliance Industries Ltd · 7.33%
Bajaj Finance Ltd · 7.29%
Bajaj Finserv Ltd · 6.64%
Adani Enterprises Ltd · 6.33%
ICICI Bank Ltd · 5.85%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Financial Services · 31.32%
Automobile and Auto Components · 12.97%
Healthcare · 9.96%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%