Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
Solidarity Advisors - Prudence
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%
8.45%
6 Months
26.63%
29.49%
1 Year
16.86%
37.09%
3 Years
13.24%
18.49%
5 Years
17.56%
12.39%
Since Inception
16.65%
18.64%
Fund Age
10 yrs 1 mo
10 yrs 3 mo
AUM
₹11.38 Cr
₹1,760.35 Cr
Alpha – 1 Year
12.14%
32.37%
Alpha – 3 Years
1.15%
6.40%
Information Ratio – 3 Years
0.20
0.52
Volatility – 1 Year
29.32%
25.02%
Volatility – 3 Years
24.13%
18.27%
Beta – 1 Year
1.44
1.22
Beta – 3 Years
1.15
0.89
Sharpe Ratio – 1 Year
0.48
1.18
Sharpe Ratio – 3 Years
0.50
0.74
Worst Rolling Year
-10.45%
-0.28%
Value at Worst Rolling Year
₹0.90 Cr
₹1.00 Cr
Deepest Drawdown
−32.02%
−13.15%
Recovery Period
Not yet recovered
44 days
1-Year Rolling Windows Positive
89.77%
99.89%
Median Rolling Year
20.93%
16.20%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
L 11% · S 71%
Number of Stocks
28
13
Portfolio P/E
41.96
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%