Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs QED Capital - Alphabets
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
QED Capital - Alphabets
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%
4.25%
6 Months
26.63%
7.44%
1 Year
16.86%
14.27%
3 Years
13.24%
13.32%
5 Years
17.56%
10.94%
Since Inception
16.65%
15.43%
Fund Age
10 yrs 1 mo
5 yrs 4 mo
AUM
₹11.38 Cr
₹21.45 Cr
Alpha – 1 Year
12.14%
9.55%
Alpha – 3 Years
1.15%
1.23%
Information Ratio – 3 Years
0.20
0.37
Volatility – 1 Year
29.32%
12.68%
Volatility – 3 Years
24.13%
17.36%
Beta – 1 Year
1.44
0.58
Beta – 3 Years
1.15
0.73
Sharpe Ratio – 1 Year
0.48
0.70
Sharpe Ratio – 3 Years
0.50
0.70
Worst Rolling Year
-10.45%
12.64%
Value at Worst Rolling Year
₹0.90 Cr
₹1.13 Cr
Deepest Drawdown
−32.02%
−26.06%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
89.77%
100.00%
Median Rolling Year
20.93%
17.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
L 7% · M 28% · S 62%
Number of Stocks
28
—
Portfolio P/E
41.96
—
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%
Syrma SGS Technology Ltd · 6.39%
Apar Industries Ltd · 5.62%
Karur Vysya Bank Ltd · 5.55%
Federal Bank Ltd · 5.48%
Cummins India Ltd · 5.31%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Financial Services · 34.27%
Capital Goods · 23.09%
Healthcare · 5.74%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%