Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs NBC - Seeking Alpha
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
NBC - Seeking Alpha
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%
3.51%
6 Months
26.63%
12.65%
1 Year
16.86%
22.80%
3 Years
13.24%
18.05%
5 Years
17.56%
41.98%
Since Inception
16.65%
7.54%
Fund Age
10 yrs 1 mo
9 yrs 2 mo
AUM
₹11.38 Cr
₹9.17 Cr
Alpha – 1 Year
12.14%
24.84%
Alpha – 3 Years
1.15%
11.40%
Information Ratio – 3 Years
0.20
—
Volatility – 1 Year
29.32%
21.50%
Volatility – 3 Years
24.13%
17.94%
Beta – 1 Year
1.44
—
Beta – 3 Years
1.15
—
Sharpe Ratio – 1 Year
0.48
0.82
Sharpe Ratio – 3 Years
0.50
0.76
Worst Rolling Year
-10.45%
-34.33%
Value at Worst Rolling Year
₹0.90 Cr
₹0.66 Cr
Deepest Drawdown
−32.02%
−18.33%
Recovery Period
Not yet recovered
81 days
1-Year Rolling Windows Positive
89.77%
68.37%
Median Rolling Year
20.93%
26.92%
5-Year Rolling Windows Positive
100.00%
74.51%
Market-Cap Mix
M 1% · S 95%
L 13% · M 14% · S 73%
Number of Stocks
28
18
Portfolio P/E
41.96
18.68
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%
Equitas Small Finance Bank Ltd · 12.67%
GHCL Textiles Ltd · 11.57%
Polyplex Corporation Ltd · 9.20%
Kotak Mahindra Bank Ltd · 8.35%
CCL Products (India) Ltd · 7.75%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Financial Services · 26.11%
Capital Goods · 18.60%
Healthcare · 11.81%
Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
15% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%