Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Nippon - High Conviction Equity - HCEP
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
Nippon - High Conviction Equity - HCEP
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%
3.27%
6 Months
26.63%
6.66%
1 Year
16.86%
7.95%
3 Years
13.24%
14.01%
5 Years
17.56%
12.40%
Since Inception
16.65%
16.07%
Fund Age
10 yrs 1 mo
12 yrs 5 mo
AUM
₹11.38 Cr
₹27.98 Cr
Alpha – 1 Year
12.14%
3.23%
Alpha – 3 Years
1.15%
1.92%
Information Ratio – 3 Years
0.20
0.55
Volatility – 1 Year
29.32%
16.42%
Volatility – 3 Years
24.13%
14.36%
Beta – 1 Year
1.44
0.92
Beta – 3 Years
1.15
0.91
Sharpe Ratio – 1 Year
0.48
0.15
Sharpe Ratio – 3 Years
0.50
0.63
Worst Rolling Year
-10.45%
-4.39%
Value at Worst Rolling Year
₹0.90 Cr
₹0.96 Cr
Deepest Drawdown
−32.02%
−17.36%
Recovery Period
Not yet recovered
532 days
1-Year Rolling Windows Positive
89.77%
97.43%
Median Rolling Year
20.93%
15.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
L 25% · M 6% · S 37%
Number of Stocks
28
30
Portfolio P/E
41.96
29.90
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%
Other Equity · 23.87%
Cash & Cash Equivalent · 8.88%
Titan Company Ltd · 4.90%
ICICI Bank Ltd · 4.04%
Neuland Laboratories Ltd · 3.20%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Financial Services · 26.05%
Healthcare · 7.72%
Oil, Gas & Consumable Fuels · 5.34%
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%