Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs MRG Capital - Wealth Enhancer
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
MRG Capital - Wealth Enhancer
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.99%
0.31%
6 Months
26.63%
−0.02%
1 Year
16.86%
9.16%
3 Years
13.24%
15.25%
5 Years
17.56%
10.25%
Since Inception
16.65%
11.62%
Fund Age
10 yrs 1 mo
7 yrs 3 mo
AUM
₹11.38 Cr
₹55.42 Cr
Alpha – 1 Year
12.14%
9.51%
Alpha – 3 Years
1.15%
6.25%
Information Ratio – 3 Years
0.20
0.85
Volatility – 1 Year
29.32%
16.48%
Volatility – 3 Years
24.13%
14.29%
Beta – 1 Year
1.44
0.90
Beta – 3 Years
1.15
0.91
Sharpe Ratio – 1 Year
0.48
0.29
Sharpe Ratio – 3 Years
0.50
0.70
Worst Rolling Year
-10.45%
4.67%
Value at Worst Rolling Year
₹0.90 Cr
₹1.05 Cr
Deepest Drawdown
−32.02%
−15.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
89.77%
100.00%
Median Rolling Year
20.93%
13.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
L 43% · M 13% · S 23%
Number of Stocks
28
89
Portfolio P/E
41.96
32.47
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%
Mahindra & Mahindra Ltd · 11.76%
ICICI Pru Silver ETF · 9.36%
Reliance Industries Ltd · 5.46%
Cash & Cash Equivalent · 4.95%
Nippon India ETF Gold BeES · 3.01%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Others · 14.59%
Automobile and Auto Components · 13.45%
Fast Moving Consumer Goods · 10.94%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / 0%