Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Oro-alpha compounders
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
Oro-alpha compounders
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%
2.98%
6 Months
26.63%
−0.13%
1 Year
16.86%
−2.80%
3 Years
13.24%
13.20%
5 Years
17.56%
—
Since Inception
16.65%
13.51%
Fund Age
10 yrs 1 mo
3 yrs 8 mo
AUM
₹11.38 Cr
₹30.6 Cr
Alpha – 1 Year
12.14%
−5.78%
Alpha – 3 Years
1.15%
1.30%
Information Ratio – 3 Years
0.20
0.16
Volatility – 1 Year
29.32%
16.62%
Volatility – 3 Years
24.13%
16.99%
Beta – 1 Year
1.44
0.93
Beta – 3 Years
1.15
1.05
Sharpe Ratio – 1 Year
0.48
-0.42
Sharpe Ratio – 3 Years
0.50
0.50
Worst Rolling Year
-10.45%
13.00%
Value at Worst Rolling Year
₹0.90 Cr
₹1.13 Cr
Deepest Drawdown
−32.02%
−20.23%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
89.77%
100.00%
Median Rolling Year
20.93%
17.04%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 1% · S 95%
L 44% · M 26% · S 17%
Number of Stocks
28
24
Portfolio P/E
41.96
32.10
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%
Cash & Cash Equivalent · 12.60%
HDFC Bank Ltd · 4.89%
Bharat Electronics Ltd · 4.63%
Shriram Finance Ltd · 4.62%
Oil India Ltd · 4.57%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Financial Services · 17.33%
Capital Goods · 15.46%
Information Technology · 9.89%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%