Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Pelican PE fund
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
Pelican PE fund
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%
−1.39%
6 Months
26.63%
−2.47%
1 Year
16.86%
1.15%
3 Years
13.24%
8.53%
5 Years
17.56%
8.38%
Since Inception
16.65%
10.13%
Fund Age
10 yrs 1 mo
8 yrs 2 mo
AUM
₹11.38 Cr
₹52.94 Cr
Alpha – 1 Year
12.14%
1.50%
Alpha – 3 Years
1.15%
−0.47%
Information Ratio – 3 Years
0.20
-0.50
Volatility – 1 Year
29.32%
18.43%
Volatility – 3 Years
24.13%
14.27%
Beta – 1 Year
1.44
1.13
Beta – 3 Years
1.15
0.99
Sharpe Ratio – 1 Year
0.48
-0.13
Sharpe Ratio – 3 Years
0.50
0.15
Worst Rolling Year
-10.45%
7.57%
Value at Worst Rolling Year
₹0.90 Cr
₹1.08 Cr
Deepest Drawdown
−32.02%
−16.90%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
89.77%
100.00%
Median Rolling Year
20.93%
12.70%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
L 64% · M 27% · S 1%
Number of Stocks
28
10
Portfolio P/E
41.96
46.08
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%
Motilal Oswal Nifty Midcap 100 ETF · 22.71%
Maruti Suzuki India Ltd · 10.81%
Nippon India ETF Nifty 50 BeES · 9.02%
Larsen & Toubro Ltd · 8.93%
Bajaj Finance Ltd · 8.55%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Financial Services · 25.99%
Automobile and Auto Components · 20.32%
Construction · 9.39%
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%