Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs NAFA - Emerging Bluechip
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
NAFA - Emerging Bluechip
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%
0.39%
6 Months
26.63%
5.71%
1 Year
16.86%
−0.97%
3 Years
13.24%
8.86%
5 Years
17.56%
14.20%
Since Inception
16.65%
14.76%
Fund Age
10 yrs 1 mo
10 yrs 5 mo
AUM
₹11.38 Cr
₹447.76 Cr
Alpha – 1 Year
12.14%
−2.83%
Alpha – 3 Years
1.15%
−3.22%
Information Ratio – 3 Years
0.20
0.04
Volatility – 1 Year
29.32%
24.79%
Volatility – 3 Years
24.13%
21.25%
Beta – 1 Year
1.44
1.35
Beta – 3 Years
1.15
1.20
Sharpe Ratio – 1 Year
0.48
-0.14
Sharpe Ratio – 3 Years
0.50
0.31
Worst Rolling Year
-10.45%
-13.00%
Value at Worst Rolling Year
₹0.90 Cr
₹0.87 Cr
Deepest Drawdown
−32.02%
−26.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
89.77%
84.68%
Median Rolling Year
20.93%
19.56%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
L 2% · M 12% · S 84%
Number of Stocks
28
32
Portfolio P/E
41.96
33.69
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%
Amagi Media Labs Ltd · 10.68%
Greenpanel Industries Ltd · 7.11%
CARE Ratings Ltd · 6.25%
Sona BLW Precision Forgings Ltd · 4.73%
KRBL Ltd · 4.06%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Information Technology · 17.58%
Financial Services · 15.44%
Consumer Durables · 15.24%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%