Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
Quest Investment Managers – Flagship
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%
6.42%
6 Months
26.63%
15.63%
1 Year
16.86%
0.27%
3 Years
13.24%
12.69%
5 Years
17.56%
8.81%
Since Inception
16.65%
15.48%
Fund Age
10 yrs 1 mo
18 yrs 10 mo
AUM
₹11.38 Cr
₹406.27 Cr
Alpha – 1 Year
12.14%
−4.45%
Alpha – 3 Years
1.15%
0.61%
Information Ratio – 3 Years
0.20
0.21
Volatility – 1 Year
29.32%
22.89%
Volatility – 3 Years
24.13%
19.09%
Beta – 1 Year
1.44
1.13
Beta – 3 Years
1.15
1.05
Sharpe Ratio – 1 Year
0.48
-0.11
Sharpe Ratio – 3 Years
0.50
0.45
Worst Rolling Year
-10.45%
-10.83%
Value at Worst Rolling Year
₹0.90 Cr
₹0.89 Cr
Deepest Drawdown
−32.02%
−31.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
89.77%
91.19%
Median Rolling Year
20.93%
17.32%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
L 28% · M 26% · S 45%
Number of Stocks
28
29
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%
Eternal Ltd · 7.83%
Piramal Pharma Ltd · 7.40%
Viyash Scientific Ltd · 6.22%
Coforge Ltd · 6.21%
Samhi Hotels Ltd · 4.95%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%