Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
Right Horizons - India Business Leaders
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%
3.11%
6 Months
26.63%
4.12%
1 Year
16.86%
−0.25%
3 Years
13.24%
10.95%
5 Years
17.56%
10.56%
Since Inception
16.65%
10.62%
Fund Age
10 yrs 1 mo
13 yrs 8 mo
AUM
₹11.38 Cr
₹41.22 Cr
Alpha – 1 Year
12.14%
0.18%
Alpha – 3 Years
1.15%
2.39%
Information Ratio – 3 Years
0.20
0.52
Volatility – 1 Year
29.32%
20.61%
Volatility – 3 Years
24.13%
17.57%
Beta – 1 Year
1.44
1.24
Beta – 3 Years
1.15
1.19
Sharpe Ratio – 1 Year
0.48
-0.18
Sharpe Ratio – 3 Years
0.50
0.46
Worst Rolling Year
-10.45%
-10.52%
Value at Worst Rolling Year
₹0.90 Cr
₹0.89 Cr
Deepest Drawdown
−32.02%
−22.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
89.77%
93.48%
Median Rolling Year
20.93%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
M 1% · S 95%
L 70% · M 29%
Number of Stocks
28
25
Portfolio P/E
41.96
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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%