Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Prosperity - Discovery Fund
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
Prosperity - Discovery Fund
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%
4.17%
6 Months
26.63%
20.15%
1 Year
16.86%
7.22%
3 Years
13.24%
9.88%
5 Years
17.56%
10.18%
Since Inception
16.65%
17.47%
Fund Age
10 yrs 1 mo
5 yrs 8 mo
AUM
₹11.38 Cr
₹112.12 Cr
Alpha – 1 Year
12.14%
2.50%
Alpha – 3 Years
1.15%
−2.21%
Information Ratio – 3 Years
0.20
-0.17
Volatility – 1 Year
29.32%
30.34%
Volatility – 3 Years
24.13%
23.32%
Beta – 1 Year
1.44
1.54
Beta – 3 Years
1.15
1.29
Sharpe Ratio – 1 Year
0.48
0.19
Sharpe Ratio – 3 Years
0.50
0.29
Worst Rolling Year
-10.45%
8.52%
Value at Worst Rolling Year
₹0.90 Cr
₹1.09 Cr
Deepest Drawdown
−32.02%
−32.53%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
89.77%
100.00%
Median Rolling Year
20.93%
18.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
M 39% · S 59%
Number of Stocks
28
28
Portfolio P/E
41.96
38.78
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%
—
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
—
Fixed Fee
2.00% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / 0%