Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Samvitti-PMS Active Alpha Multicap
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
Samvitti-PMS Active Alpha Multicap
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.99%
10.15%
6 Months
26.63%
31.39%
1 Year
16.86%
26.01%
3 Years
13.24%
19.28%
5 Years
17.56%
23.67%
Since Inception
16.65%
28.23%
Fund Age
10 yrs 1 mo
5 yrs 4 mo
AUM
₹11.38 Cr
₹483.07 Cr
Alpha – 1 Year
12.14%
21.29%
Alpha – 3 Years
1.15%
7.19%
Information Ratio – 3 Years
0.20
0.38
Volatility – 1 Year
29.32%
27.77%
Volatility – 3 Years
24.13%
26.19%
Beta – 1 Year
1.44
1.29
Beta – 3 Years
1.15
1.20
Sharpe Ratio – 1 Year
0.48
0.78
Sharpe Ratio – 3 Years
0.50
0.61
Worst Rolling Year
-10.45%
19.29%
Value at Worst Rolling Year
₹0.90 Cr
₹1.19 Cr
Deepest Drawdown
−32.02%
−32.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
89.77%
100.00%
Median Rolling Year
20.93%
33.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
L 12% · M 6% · S 81%
Number of Stocks
28
63
Portfolio P/E
41.96
62.66
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%
—
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Capital Goods · 33.89%
Healthcare · 15.97%
Automobile and Auto Components · 12.76%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%