Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs PGIM India - Core Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
PGIM India - Core Equity Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.99%
3.80%
6 Months
26.63%
7.35%
1 Year
16.86%
9.59%
3 Years
13.24%
7.90%
5 Years
17.56%
12.07%
Since Inception
16.65%
14.25%
Fund Age
10 yrs 1 mo
13 yrs 1 mo
AUM
₹11.38 Cr
₹106.28 Cr
Alpha – 1 Year
12.14%
9.94%
Alpha – 3 Years
1.15%
−1.10%
Information Ratio – 3 Years
0.20
-0.12
Volatility – 1 Year
29.32%
15.58%
Volatility – 3 Years
24.13%
14.39%
Beta – 1 Year
1.44
0.83
Beta – 3 Years
1.15
0.84
Sharpe Ratio – 1 Year
0.48
0.33
Sharpe Ratio – 3 Years
0.50
0.24
Worst Rolling Year
-10.45%
-8.02%
Value at Worst Rolling Year
₹0.90 Cr
₹0.92 Cr
Deepest Drawdown
−32.02%
−19.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
89.77%
93.28%
Median Rolling Year
20.93%
11.54%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
L 39% · M 40% · S 18%
Number of Stocks
28
25
Portfolio P/E
41.96
34.00
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%
360 ONE WAM Ltd · 5.28%
Shriram Finance Ltd · 5.26%
Axis Bank Ltd · 4.84%
Cash & Cash Equivalent · 4.79%
Persistent Systems Ltd · 4.60%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Financial Services · 19.36%
Healthcare · 14.41%
Automobile and Auto Components · 12.20%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%