Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Renaissance - Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
Renaissance - Midcap Portfolio
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%
3.30%
6 Months
26.63%
9.86%
1 Year
16.86%
0.86%
3 Years
13.24%
8.29%
5 Years
17.56%
15.11%
Since Inception
16.65%
11.40%
Fund Age
10 yrs 1 mo
8 yrs 7 mo
AUM
₹11.38 Cr
₹119.22 Cr
Alpha – 1 Year
12.14%
1.21%
Alpha – 3 Years
1.15%
−0.71%
Information Ratio – 3 Years
0.20
-0.05
Volatility – 1 Year
29.32%
21.27%
Volatility – 3 Years
24.13%
19.22%
Beta – 1 Year
1.44
1.20
Beta – 3 Years
1.15
1.19
Sharpe Ratio – 1 Year
0.48
-0.10
Sharpe Ratio – 3 Years
0.50
0.25
Worst Rolling Year
-10.45%
0.71%
Value at Worst Rolling Year
₹0.90 Cr
₹1.01 Cr
Deepest Drawdown
−32.02%
−29.07%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
89.77%
99.76%
Median Rolling Year
20.93%
19.48%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
L 2% · M 52% · S 44%
Number of Stocks
28
33
Portfolio P/E
41.96
31.12
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%
Federal Bank Ltd · 5.56%
Gland Pharma Ltd · 5.47%
One 97 Communications Ltd · 5.31%
Coforge Ltd · 5.20%
Mahindra & Mahindra Financial Services Ltd · 4.96%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Financial Services · 30.58%
Information Technology · 20.15%
Consumer Services · 14.04%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 1% / 0%