Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Right Horizons - Alphabots Midcap 29
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
Right Horizons - Alphabots Midcap 29
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%
3.12%
6 Months
26.63%
8.08%
1 Year
16.86%
10.16%
3 Years
13.24%
15.60%
5 Years
17.56%
—
Since Inception
16.65%
19.84%
Fund Age
10 yrs 1 mo
6 yrs 11 mo
AUM
₹11.38 Cr
₹3.18 Cr
Alpha – 1 Year
12.14%
7.18%
Alpha – 3 Years
1.15%
3.72%
Information Ratio – 3 Years
0.20
0.60
Volatility – 1 Year
29.32%
19.93%
Volatility – 3 Years
24.13%
18.09%
Beta – 1 Year
1.44
1.12
Beta – 3 Years
1.15
1.14
Sharpe Ratio – 1 Year
0.48
0.31
Sharpe Ratio – 3 Years
0.50
0.60
Worst Rolling Year
-10.45%
14.68%
Value at Worst Rolling Year
₹0.90 Cr
₹1.15 Cr
Deepest Drawdown
−32.02%
−19.38%
Recovery Period
Not yet recovered
493 days
1-Year Rolling Windows Positive
89.77%
100.00%
Median Rolling Year
20.93%
16.30%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 1% · S 95%
L 31% · M 55% · S 12%
Number of Stocks
28
29
Portfolio P/E
41.96
38.53
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%
Shriram Finance Ltd · 8.48%
Indian Hotels Co Ltd · 6.75%
Bharat Electronics Ltd · 6.54%
Laurus Labs Ltd · 6.00%
Federal Bank Ltd · 5.23%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Financial Services · 28.26%
Healthcare · 13.31%
Consumer Services · 11.45%
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% / –