Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Purnartha Dynamic Midcap
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
Purnartha Dynamic Midcap
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%
−0.54%
6 Months
26.63%
12.07%
1 Year
16.86%
11.66%
3 Years
13.24%
13.52%
5 Years
17.56%
—
Since Inception
16.65%
14.98%
Fund Age
10 yrs 1 mo
3 yrs 6 mo
AUM
₹11.38 Cr
₹447.27 Cr
Alpha – 1 Year
12.14%
6.94%
Alpha – 3 Years
1.15%
1.43%
Information Ratio – 3 Years
0.20
0.13
Volatility – 1 Year
29.32%
21.15%
Volatility – 3 Years
24.13%
18.85%
Beta – 1 Year
1.44
1.14
Beta – 3 Years
1.15
1.10
Sharpe Ratio – 1 Year
0.48
0.37
Sharpe Ratio – 3 Years
0.50
0.48
Worst Rolling Year
-10.45%
10.55%
Value at Worst Rolling Year
₹0.90 Cr
₹1.11 Cr
Deepest Drawdown
−32.02%
−17.40%
Recovery Period
Not yet recovered
122 days
1-Year Rolling Windows Positive
89.77%
100.00%
Median Rolling Year
20.93%
14.34%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 1% · S 95%
L 28% · M 19% · S 29%
Number of Stocks
28
—
Portfolio P/E
41.96
33.83
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%
Lloyds Metals & Energy Ltd · 0.00%
Polycab India Ltd · 0.00%
Max Healthcare Institute Ltd · 0.00%
Ahluwalia Contracts (India) Ltd · 0.00%
Titagarh Rail Systems Ltd · 0.00%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 25%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%