Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs SMC Global - Growth
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
SMC Global - Growth
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%
5.80%
6 Months
26.63%
20.03%
1 Year
16.86%
17.27%
3 Years
13.24%
12.81%
5 Years
17.56%
11.98%
Since Inception
16.65%
14.70%
Fund Age
10 yrs 1 mo
6 yrs 10 mo
AUM
₹11.38 Cr
₹201.68 Cr
Alpha – 1 Year
12.14%
12.55%
Alpha – 3 Years
1.15%
0.73%
Information Ratio – 3 Years
0.20
0.15
Volatility – 1 Year
29.32%
22.73%
Volatility – 3 Years
24.13%
20.11%
Beta – 1 Year
1.44
1.17
Beta – 3 Years
1.15
1.13
Sharpe Ratio – 1 Year
0.48
0.58
Sharpe Ratio – 3 Years
0.50
0.44
Worst Rolling Year
-10.45%
7.98%
Value at Worst Rolling Year
₹0.90 Cr
₹1.08 Cr
Deepest Drawdown
−32.02%
−25.65%
Recovery Period
Not yet recovered
520 days
1-Year Rolling Windows Positive
89.77%
100.00%
Median Rolling Year
20.93%
16.09%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
L 38% · M 4% · S 49%
Number of Stocks
28
24
Portfolio P/E
41.96
29.51
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%
Bharti Airtel Ltd · 6.50%
Uniparts India Ltd · 6.00%
Reliance Industries Ltd · 6.00%
Cash & Cash Equivalent · 6.00%
Shriram Finance Ltd · 6.00%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Financial Services · 23.00%
Automobile and Auto Components · 12.00%
Capital Goods · 10.00%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%