Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
Motilal Oswal-Founders
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.99%
0.25%
6 Months
26.63%
15.19%
1 Year
16.86%
3.21%
3 Years
13.24%
19.65%
5 Years
17.56%
—
Since Inception
16.65%
25.09%
Fund Age
10 yrs 1 mo
3 yrs 5 mo
AUM
₹11.38 Cr
₹4,148.34 Cr
Alpha – 1 Year
12.14%
0.23%
Alpha – 3 Years
1.15%
7.77%
Information Ratio – 3 Years
0.20
0.62
Volatility – 1 Year
29.32%
21.54%
Volatility – 3 Years
24.13%
22.15%
Beta – 1 Year
1.44
1.06
Beta – 3 Years
1.15
1.15
Sharpe Ratio – 1 Year
0.48
-0.01
Sharpe Ratio – 3 Years
0.50
0.68
Worst Rolling Year
-10.45%
19.49%
Value at Worst Rolling Year
₹0.90 Cr
₹1.19 Cr
Deepest Drawdown
−32.02%
−27.91%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
89.77%
100.00%
Median Rolling Year
20.93%
21.76%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 1% · S 95%
L 26% · M 35% · S 37%
Number of Stocks
28
26
Portfolio P/E
41.96
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
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%