Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Samvitti-PMS Long Term Growth
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
Samvitti-PMS Long Term 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%
7.49%
6 Months
26.63%
27.88%
1 Year
16.86%
29.03%
3 Years
13.24%
18.18%
5 Years
17.56%
15.45%
Since Inception
16.65%
16.74%
Fund Age
10 yrs 1 mo
10 yrs 9 mo
AUM
₹11.38 Cr
₹245.99 Cr
Alpha – 1 Year
12.14%
24.31%
Alpha – 3 Years
1.15%
6.09%
Information Ratio – 3 Years
0.20
0.49
Volatility – 1 Year
29.32%
21.97%
Volatility – 3 Years
24.13%
17.89%
Beta – 1 Year
1.44
1.05
Beta – 3 Years
1.15
0.93
Sharpe Ratio – 1 Year
0.48
1.03
Sharpe Ratio – 3 Years
0.50
0.70
Worst Rolling Year
-10.45%
1.53%
Value at Worst Rolling Year
₹0.90 Cr
₹1.02 Cr
Deepest Drawdown
−32.02%
−20.27%
Recovery Period
Not yet recovered
205 days
1-Year Rolling Windows Positive
89.77%
100.00%
Median Rolling Year
20.93%
15.98%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
L 36% · M 27% · S 36%
Number of Stocks
28
44
Portfolio P/E
41.96
69.76
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 · 5.53%
Hitachi Energy India Ltd · 5.39%
Laurus Labs Ltd · 5.19%
Ather Energy Ltd · 4.39%
Solar Industries India Ltd · 3.94%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Capital Goods · 26.41%
Automobile and Auto Components · 16.60%
Healthcare · 16.09%
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%