Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
Right Horizons - All Seasons
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.99%
1.32%
6 Months
26.63%
3.83%
1 Year
16.86%
9.77%
3 Years
13.24%
13.19%
5 Years
17.56%
12.01%
Since Inception
16.65%
14.38%
Fund Age
10 yrs 1 mo
6 yrs 8 mo
AUM
₹11.38 Cr
₹42.66 Cr
Alpha – 1 Year
12.14%
3.80%
Alpha – 3 Years
1.15%
2.30%
Information Ratio – 3 Years
0.20
0.23
Volatility – 1 Year
29.32%
15.84%
Volatility – 3 Years
24.13%
12.64%
Beta – 1 Year
1.44
1.56
Beta – 3 Years
1.15
1.48
Sharpe Ratio – 1 Year
0.48
0.32
Sharpe Ratio – 3 Years
0.50
0.70
Worst Rolling Year
-10.45%
9.09%
Value at Worst Rolling Year
₹0.90 Cr
₹1.09 Cr
Deepest Drawdown
−32.02%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
89.77%
100.00%
Median Rolling Year
20.93%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
L 37% · M 21% · S 27%
Number of Stocks
28
16
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
2% / 1% / 0%