Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Samvitti-PMS Aggressive Growth
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
Samvitti-PMS Aggressive Growth
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%
10.24%
6 Months
26.63%
31.65%
1 Year
16.86%
26.47%
3 Years
13.24%
18.72%
5 Years
17.56%
16.28%
Since Inception
16.65%
14.51%
Fund Age
10 yrs 1 mo
10 yrs 10 mo
AUM
₹11.38 Cr
₹423.36 Cr
Alpha – 1 Year
12.14%
21.75%
Alpha – 3 Years
1.15%
6.63%
Information Ratio – 3 Years
0.20
0.36
Volatility – 1 Year
29.32%
28.25%
Volatility – 3 Years
24.13%
24.90%
Beta – 1 Year
1.44
1.32
Beta – 3 Years
1.15
1.13
Sharpe Ratio – 1 Year
0.48
0.78
Sharpe Ratio – 3 Years
0.50
0.60
Worst Rolling Year
-10.45%
-5.98%
Value at Worst Rolling Year
₹0.90 Cr
₹0.94 Cr
Deepest Drawdown
−32.02%
−31.67%
Recovery Period
Not yet recovered
492 days
1-Year Rolling Windows Positive
89.77%
86.69%
Median Rolling Year
20.93%
14.66%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
L 12% · M 6% · S 82%
Number of Stocks
28
62
Portfolio P/E
41.96
61.63
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%
TD Power Systems Ltd · 4.83%
Acutaas Chemicals Ltd · 4.65%
Garware Hi Tech Films Ltd · 4.48%
Hitachi Energy India Ltd · 4.32%
Neuland Laboratories Ltd · 4.28%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Capital Goods · 35.07%
Healthcare · 15.56%
Automobile and Auto Components · 12.32%
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%