Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Ksema - Multicap
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
Ksema - Multicap
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%
0.82%
6 Months
26.63%
2.65%
1 Year
16.86%
10.76%
3 Years
13.24%
12.77%
5 Years
17.56%
14.58%
Since Inception
16.65%
17.50%
Fund Age
10 yrs 1 mo
7 yrs 7 mo
AUM
₹11.38 Cr
₹83.87 Cr
Alpha – 1 Year
12.14%
11.11%
Alpha – 3 Years
1.15%
3.77%
Information Ratio – 3 Years
0.20
0.46
Volatility – 1 Year
29.32%
18.53%
Volatility – 3 Years
24.13%
17.03%
Beta – 1 Year
1.44
1.11
Beta – 3 Years
1.15
1.11
Sharpe Ratio – 1 Year
0.48
0.36
Sharpe Ratio – 3 Years
0.50
0.48
Worst Rolling Year
-10.45%
12.58%
Value at Worst Rolling Year
₹0.90 Cr
₹1.13 Cr
Deepest Drawdown
−32.02%
−20.55%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
89.77%
100.00%
Median Rolling Year
20.93%
20.28%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
L 54% · M 18% · S 28%
Number of Stocks
28
51
Portfolio P/E
41.96
23.77
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%
ICICI Bank Ltd · 6.61%
State Bank of India · 5.04%
Reliance Industries Ltd · 5.03%
HDFC Bank Ltd · 4.64%
Larsen & Toubro Ltd · 4.21%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Financial Services · 29.38%
Capital Goods · 20.74%
Automobile and Auto Components · 12.58%
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% / 1%