Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs MOAT - Moderate Compounders
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
MOAT - Moderate Compounders
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%
2.75%
6 Months
26.63%
8.17%
1 Year
16.86%
3.28%
3 Years
13.24%
8.41%
5 Years
17.56%
12.53%
Since Inception
16.65%
11.01%
Fund Age
10 yrs 1 mo
12 yrs 9 mo
AUM
₹11.38 Cr
₹16.57 Cr
Alpha – 1 Year
12.14%
−1.44%
Alpha – 3 Years
1.15%
−3.68%
Information Ratio – 3 Years
0.20
-0.32
Volatility – 1 Year
29.32%
20.74%
Volatility – 3 Years
24.13%
17.91%
Beta – 1 Year
1.44
1.13
Beta – 3 Years
1.15
1.09
Sharpe Ratio – 1 Year
0.48
0.00
Sharpe Ratio – 3 Years
0.50
0.32
Worst Rolling Year
-10.45%
-16.89%
Value at Worst Rolling Year
₹0.90 Cr
₹0.83 Cr
Deepest Drawdown
−32.02%
−28.21%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
89.77%
73.60%
Median Rolling Year
20.93%
13.43%
5-Year Rolling Windows Positive
100.00%
88.30%
Market-Cap Mix
M 1% · S 95%
—
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%
Kirloskar Pneumatic Company Ltd · 4.87%
Jio Financial Services Ltd · 4.53%
Bharat Dynamics Ltd · 4.21%
Trent Ltd · 4.20%
Galaxy Surfactants Ltd · 4.15%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
—
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%