Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Purnartha Pratham Strategy
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
Purnartha Pratham Strategy
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%
5.49%
6 Months
26.63%
9.46%
1 Year
16.86%
17.52%
3 Years
13.24%
14.28%
5 Years
17.56%
9.02%
Since Inception
16.65%
12.49%
Fund Age
10 yrs 1 mo
5 yrs 11 mo
AUM
₹11.38 Cr
₹1,633.45 Cr
Alpha – 1 Year
12.14%
12.80%
Alpha – 3 Years
1.15%
2.19%
Information Ratio – 3 Years
0.20
0.28
Volatility – 1 Year
29.32%
23.87%
Volatility – 3 Years
24.13%
18.97%
Beta – 1 Year
1.44
1.12
Beta – 3 Years
1.15
1.06
Sharpe Ratio – 1 Year
0.48
0.57
Sharpe Ratio – 3 Years
0.50
0.55
Worst Rolling Year
-10.45%
7.21%
Value at Worst Rolling Year
₹0.90 Cr
₹1.07 Cr
Deepest Drawdown
−32.02%
−20.29%
Recovery Period
Not yet recovered
549 days
1-Year Rolling Windows Positive
89.77%
100.00%
Median Rolling Year
20.93%
13.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
L 14% · M 11% · S 40%
Number of Stocks
28
—
Portfolio P/E
41.96
24.05
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%
Pricol Ltd · 0.00%
Yatharth Hospital & Trauma Care Services Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Suzlon Energy Ltd · 0.00%
Finolex Cables 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%