Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs MOAT - Special Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
MOAT - Special Opportunities Fund
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%
2.77%
6 Months
26.63%
8.02%
1 Year
16.86%
5.50%
3 Years
13.24%
7.60%
5 Years
17.56%
9.19%
Since Inception
16.65%
14.35%
Fund Age
10 yrs 1 mo
5 yrs 9 mo
AUM
₹11.38 Cr
₹11.85 Cr
Alpha – 1 Year
12.14%
0.78%
Alpha – 3 Years
1.15%
−4.49%
Information Ratio – 3 Years
0.20
-0.44
Volatility – 1 Year
29.32%
20.18%
Volatility – 3 Years
24.13%
17.74%
Beta – 1 Year
1.44
1.11
Beta – 3 Years
1.15
1.06
Sharpe Ratio – 1 Year
0.48
0.10
Sharpe Ratio – 3 Years
0.50
0.27
Worst Rolling Year
-10.45%
7.60%
Value at Worst Rolling Year
₹0.90 Cr
₹1.08 Cr
Deepest Drawdown
−32.02%
−24.84%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
89.77%
100.00%
Median Rolling Year
20.93%
14.22%
5-Year Rolling Windows Positive
100.00%
100.00%
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%
Cash & Cash Equivalent · 9.14%
HDFC Bank Ltd · 7.48%
V I P Industries Ltd · 5.54%
Hindustan Unilever Ltd · 4.49%
Cummins India Ltd · 4.48%
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%