Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs SBI MF - ESG Portfolio
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
SBI MF - ESG 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%
2.26%
6 Months
26.63%
18.40%
1 Year
16.86%
9.21%
3 Years
13.24%
13.13%
5 Years
17.56%
13.39%
Since Inception
16.65%
14.83%
Fund Age
10 yrs 1 mo
10 yrs
AUM
₹11.38 Cr
₹666.2 Cr
Alpha – 1 Year
12.14%
9.64%
Alpha – 3 Years
1.15%
4.56%
Information Ratio – 3 Years
0.20
0.38
Volatility – 1 Year
29.32%
18.95%
Volatility – 3 Years
24.13%
16.01%
Beta – 1 Year
1.44
0.98
Beta – 3 Years
1.15
0.90
Sharpe Ratio – 1 Year
0.48
0.27
Sharpe Ratio – 3 Years
0.50
0.52
Worst Rolling Year
-10.45%
-3.31%
Value at Worst Rolling Year
₹0.90 Cr
₹0.97 Cr
Deepest Drawdown
−32.02%
−20.80%
Recovery Period
Not yet recovered
109 days
1-Year Rolling Windows Positive
89.77%
96.71%
Median Rolling Year
20.93%
17.72%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
L 13% · M 17% · S 66%
Number of Stocks
28
—
Portfolio P/E
41.96
—
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%
Kernex Microsystems (India) Ltd · 7.03%
Aequs Ltd · 6.81%
Stylam Industries Ltd · 6.53%
Goodluck India Ltd · 6.26%
Kingfa Science & Technology (India) Ltd · 5.52%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 0% / 0%