Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
Silver Arch - India Equity Portfolio
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%
6.91%
6 Months
26.63%
15.63%
1 Year
16.86%
20.01%
3 Years
13.24%
17.10%
5 Years
17.56%
15.64%
Since Inception
16.65%
13.05%
Fund Age
10 yrs 1 mo
8 yrs 11 mo
AUM
₹11.38 Cr
₹46.46 Cr
Alpha – 1 Year
12.14%
15.29%
Alpha – 3 Years
1.15%
5.01%
Information Ratio – 3 Years
0.20
0.88
Volatility – 1 Year
29.32%
20.61%
Volatility – 3 Years
24.13%
19.98%
Beta – 1 Year
1.44
0.94
Beta – 3 Years
1.15
1.02
Sharpe Ratio – 1 Year
0.48
0.73
Sharpe Ratio – 3 Years
0.50
0.85
Worst Rolling Year
-10.45%
-3.76%
Value at Worst Rolling Year
₹0.90 Cr
₹0.96 Cr
Deepest Drawdown
−32.02%
−27.72%
Recovery Period
Not yet recovered
476 days
1-Year Rolling Windows Positive
89.77%
93.14%
Median Rolling Year
20.93%
19.74%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
L 27% · M 34% · S 33%
Number of Stocks
28
25
Portfolio P/E
41.96
41.42
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%
Bharat Electronics Ltd · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
2.00% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%