Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Motilal Oswal - Value Migration
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
Motilal Oswal - Value Migration
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%
0.78%
6 Months
26.63%
11.75%
1 Year
16.86%
−2.37%
3 Years
13.24%
17.81%
5 Years
17.56%
14.66%
Since Inception
16.65%
18.91%
Fund Age
10 yrs 1 mo
23 yrs 5 mo
AUM
₹11.38 Cr
₹3,220.2 Cr
Alpha – 1 Year
12.14%
−5.35%
Alpha – 3 Years
1.15%
5.93%
Information Ratio – 3 Years
0.20
0.54
Volatility – 1 Year
29.32%
21.49%
Volatility – 3 Years
24.13%
20.84%
Beta – 1 Year
1.44
1.07
Beta – 3 Years
1.15
1.13
Sharpe Ratio – 1 Year
0.48
-0.27
Sharpe Ratio – 3 Years
0.50
0.64
Worst Rolling Year
-10.45%
-7.44%
Value at Worst Rolling Year
₹0.90 Cr
₹0.93 Cr
Deepest Drawdown
−32.02%
−27.33%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
89.77%
94.32%
Median Rolling Year
20.93%
14.52%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
M 1% · S 95%
L 28% · M 48% · S 19%
Number of Stocks
28
27
Portfolio P/E
41.96
57.85
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 · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
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%