Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs SageOne Large and Midcap Portfolio
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
SageOne Large and Midcap Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.99%
2.20%
6 Months
26.63%
6.00%
1 Year
16.86%
4.90%
3 Years
13.24%
18.50%
5 Years
17.56%
—
Since Inception
16.65%
16.60%
Fund Age
10 yrs 1 mo
3 yrs
AUM
₹11.38 Cr
₹209.72 Cr
Alpha – 1 Year
12.14%
0.20%
Alpha – 3 Years
1.15%
6.40%
Information Ratio – 3 Years
0.20
1.16
Volatility – 1 Year
29.32%
19.79%
Volatility – 3 Years
24.13%
17.07%
Beta – 1 Year
1.44
1.06
Beta – 3 Years
1.15
1.05
Sharpe Ratio – 1 Year
0.48
0.07
Sharpe Ratio – 3 Years
0.50
0.81
Worst Rolling Year
-10.45%
18.52%
Value at Worst Rolling Year
₹0.90 Cr
₹1.19 Cr
Deepest Drawdown
−32.02%
−19.68%
Recovery Period
Not yet recovered
230 days
1-Year Rolling Windows Positive
89.77%
100.00%
Median Rolling Year
20.93%
18.77%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
M 1% · S 95%
L 67% · M 33%
Number of Stocks
28
24
Portfolio P/E
41.96
40.00
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 · 0.00%
Tube Investments of India Ltd · 0.00%
Trent Ltd · 0.00%
Eternal Ltd · 0.00%
Bajaj Finance Ltd · 0.00%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Discretionary Consumption · 20.00%
BFSI Non Lending · 18.00%
Real Estate, Infrastructure, Goods & Building Material · 17.00%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%