Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Motilal Oswal - Ethical
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
Motilal Oswal - Ethical
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%
1.53%
6 Months
26.63%
18.13%
1 Year
16.86%
13.15%
3 Years
13.24%
14.12%
5 Years
17.56%
11.96%
Since Inception
16.65%
13.25%
Fund Age
10 yrs 1 mo
5 yrs 1 mo
AUM
₹11.38 Cr
₹77.09 Cr
Alpha – 1 Year
12.14%
10.17%
Alpha – 3 Years
1.15%
2.24%
Information Ratio – 3 Years
0.20
0.36
Volatility – 1 Year
29.32%
23.76%
Volatility – 3 Years
24.13%
19.81%
Beta – 1 Year
1.44
1.23
Beta – 3 Years
1.15
1.14
Sharpe Ratio – 1 Year
0.48
0.40
Sharpe Ratio – 3 Years
0.50
0.50
Worst Rolling Year
-10.45%
8.04%
Value at Worst Rolling Year
₹0.90 Cr
₹1.08 Cr
Deepest Drawdown
−32.02%
−27.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
89.77%
100.00%
Median Rolling Year
20.93%
16.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
L 28% · M 28% · S 44%
Number of Stocks
28
20
Portfolio P/E
41.96
52.66
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%
Syrma SGS Technology Ltd · 8.40%
Cummins India Ltd · 7.80%
KEI Industries Ltd · 7.75%
Apar Industries Ltd · 7.60%
Global Health Ltd · 7.45%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Capital Goods · 46.87%
Consumer Durables · 14.47%
Information Technology · 13.64%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 0% / 0%