Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs NJ - Bluechip
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
NJ - 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%
−1.21%
6 Months
26.63%
5.09%
1 Year
16.86%
0.26%
3 Years
13.24%
9.53%
5 Years
17.56%
5.40%
Since Inception
16.65%
12.09%
Fund Age
10 yrs 1 mo
8 yrs 5 mo
AUM
₹11.38 Cr
₹1,644.09 Cr
Alpha – 1 Year
12.14%
0.61%
Alpha – 3 Years
1.15%
0.54%
Information Ratio – 3 Years
0.20
0.06
Volatility – 1 Year
29.32%
17.94%
Volatility – 3 Years
24.13%
17.25%
Beta – 1 Year
1.44
1.03
Beta – 3 Years
1.15
1.11
Sharpe Ratio – 1 Year
0.48
-0.20
Sharpe Ratio – 3 Years
0.50
0.31
Worst Rolling Year
-10.45%
2.29%
Value at Worst Rolling Year
₹0.90 Cr
₹1.02 Cr
Deepest Drawdown
−32.02%
−21.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
89.77%
100.00%
Median Rolling Year
20.93%
16.16%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
L 49% · M 36% · S 14%
Number of Stocks
28
20
Portfolio P/E
41.96
34.38
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%
Bajaj Auto Ltd · 8.58%
Hindustan Aeronautics Ltd · 7.96%
Nippon Life India Asset Management Ltd · 7.30%
Coromandel International Ltd · 6.87%
Coforge Ltd · 6.87%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Financial Services · 26.34%
Fast Moving Consumer Goods · 17.98%
Capital Goods · 14.07%
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%