Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs ORO - All Weather Portfolio
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
ORO - All Weather Portfolio
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%
−0.19%
6 Months
26.63%
−0.42%
1 Year
16.86%
−4.58%
3 Years
13.24%
16.32%
5 Years
17.56%
13.17%
Since Inception
16.65%
13.94%
Fund Age
10 yrs 1 mo
6 yrs 6 mo
AUM
₹11.38 Cr
₹13.16 Cr
Alpha – 1 Year
12.14%
−7.56%
Alpha – 3 Years
1.15%
4.42%
Information Ratio – 3 Years
0.20
0.49
Volatility – 1 Year
29.32%
16.90%
Volatility – 3 Years
24.13%
17.54%
Beta – 1 Year
1.44
0.86
Beta – 3 Years
1.15
0.99
Sharpe Ratio – 1 Year
0.48
-0.52
Sharpe Ratio – 3 Years
0.50
0.69
Worst Rolling Year
-10.45%
3.91%
Value at Worst Rolling Year
₹0.90 Cr
₹1.04 Cr
Deepest Drawdown
−32.02%
−19.46%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
89.77%
100.00%
Median Rolling Year
20.93%
21.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
L 66% · M 23%
Number of Stocks
28
20
Portfolio P/E
41.96
20.74
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%
State Bank of India · 6.08%
Hindalco Industries Ltd · 6.07%
Indian Bank · 5.89%
Bank of Baroda · 5.69%
Torrent Pharmaceuticals Ltd · 5.53%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Financial Services · 30.25%
Automobile and Auto Components · 14.27%
Capital Goods · 13.88%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
15% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%