Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
26.63%
31.10%
1 Year
16.86%
52.47%
3 Years
13.24%
17.74%
5 Years
17.56%
16.38%
Since Inception
16.65%
15.58%
Fund Age
10 yrs 1 mo
16 yrs 9 mo
AUM
₹11.38 Cr
₹132.42 Cr
Alpha – 1 Year
12.14%
47.75%
Alpha – 3 Years
1.15%
5.65%
Information Ratio – 3 Years
0.20
0.46
Volatility – 1 Year
29.32%
26.74%
Volatility – 3 Years
24.13%
21.32%
Beta – 1 Year
1.44
1.30
Beta – 3 Years
1.15
0.97
Sharpe Ratio – 1 Year
0.48
1.52
Sharpe Ratio – 3 Years
0.50
0.68
Worst Rolling Year
-10.45%
-15.93%
Value at Worst Rolling Year
₹0.90 Cr
₹0.84 Cr
Deepest Drawdown
−32.02%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
89.77%
89.14%
Median Rolling Year
20.93%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
M 1% · S 95%
M 9% · S 83%
Number of Stocks
28
26
Portfolio P/E
41.96
31.63
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 · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
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%