Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs MRG Capital - Wealth Maximizer
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
MRG Capital - Wealth Maximizer
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%
−0.03%
6 Months
26.63%
1.95%
1 Year
16.86%
9.19%
3 Years
13.24%
16.93%
5 Years
17.56%
11.74%
Since Inception
16.65%
12.55%
Fund Age
10 yrs 1 mo
7 yrs 3 mo
AUM
₹11.38 Cr
₹17.39 Cr
Alpha – 1 Year
12.14%
9.54%
Alpha – 3 Years
1.15%
7.93%
Information Ratio – 3 Years
0.20
0.83
Volatility – 1 Year
29.32%
16.46%
Volatility – 3 Years
24.13%
13.48%
Beta – 1 Year
1.44
0.82
Beta – 3 Years
1.15
0.74
Sharpe Ratio – 1 Year
0.48
0.29
Sharpe Ratio – 3 Years
0.50
0.84
Worst Rolling Year
-10.45%
3.01%
Value at Worst Rolling Year
₹0.90 Cr
₹1.03 Cr
Deepest Drawdown
−32.02%
−16.15%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
89.77%
100.00%
Median Rolling Year
20.93%
16.02%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
L 27% · M 18% · S 26%
Number of Stocks
28
53
Portfolio P/E
41.96
33.46
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%
ICICI Pru Silver ETF · 10.30%
Cash & Cash Equivalent · 9.45%
Bharti Airtel Ltd · 5.71%
ITC Ltd · 5.46%
Ashiana Housing Ltd · 4.67%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Others · 17.81%
Financial Services · 13.79%
Fast Moving Consumer Goods · 13.66%
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%