Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Roha Asset Managers - Emerging Champion
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
Roha Asset Managers - Emerging Champion
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%
0.18%
6 Months
26.63%
10.94%
1 Year
16.86%
1.03%
3 Years
13.24%
11.45%
5 Years
17.56%
15.19%
Since Inception
16.65%
27.03%
Fund Age
10 yrs 1 mo
5 yrs 11 mo
AUM
₹11.38 Cr
₹298.71 Cr
Alpha – 1 Year
12.14%
−3.69%
Alpha – 3 Years
1.15%
−0.64%
Information Ratio – 3 Years
0.20
-0.04
Volatility – 1 Year
29.32%
27.68%
Volatility – 3 Years
24.13%
23.40%
Beta – 1 Year
1.44
1.45
Beta – 3 Years
1.15
1.22
Sharpe Ratio – 1 Year
0.48
-0.03
Sharpe Ratio – 3 Years
0.50
0.35
Worst Rolling Year
-10.45%
—
Value at Worst Rolling Year
₹0.90 Cr
—
Deepest Drawdown
−32.02%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
89.77%
—
Median Rolling Year
20.93%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 1% · S 95%
L 2% · M 2% · S 86%
Number of Stocks
28
36
Portfolio P/E
41.96
23.57
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%
Time Technoplast Ltd · 6.82%
Entero Healthcare Solutions Ltd · 5.11%
Shankara Buildpro Ltd · 5.05%
Sharda Cropchem Ltd · 4.83%
Tips Music Ltd · 4.41%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Capital Goods · 19.99%
Financial Services · 17.06%
Construction · 11.12%
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%