Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs SageOne - Smallcap Portfolio
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
SageOne - Smallcap Portfolio
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%
0.91%
6 Months
26.63%
22.17%
1 Year
16.86%
13.49%
3 Years
13.24%
12.21%
5 Years
17.56%
11.23%
Since Inception
16.65%
22.14%
Fund Age
10 yrs 1 mo
7 yrs 4 mo
AUM
₹11.38 Cr
₹1,280.4 Cr
Alpha – 1 Year
12.14%
8.77%
Alpha – 3 Years
1.15%
0.12%
Information Ratio – 3 Years
0.20
0.01
Volatility – 1 Year
29.32%
24.60%
Volatility – 3 Years
24.13%
22.41%
Beta – 1 Year
1.44
1.20
Beta – 3 Years
1.15
1.15
Sharpe Ratio – 1 Year
0.48
0.41
Sharpe Ratio – 3 Years
0.50
0.39
Worst Rolling Year
-10.45%
4.49%
Value at Worst Rolling Year
₹0.90 Cr
₹1.04 Cr
Deepest Drawdown
−32.02%
−26.42%
Recovery Period
Not yet recovered
479 days
1-Year Rolling Windows Positive
89.77%
100.00%
Median Rolling Year
20.93%
19.05%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
S 100%
Number of Stocks
28
18
Portfolio P/E
41.96
34.80
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%
SG Mart Ltd · 0.00%
EFC (I) Ltd · 0.00%
Goodluck India Ltd · 0.00%
Acutaas Chemicals Ltd · 0.00%
SG Finserve Ltd · 0.00%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Building Materials · 27.00%
Finance · 14.00%
Managed Spaces · 13.00%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%