Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Sundaram Alternate - SELF
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
Sundaram Alternate - SELF
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.99%
7.67%
6 Months
26.63%
27.70%
1 Year
16.86%
47.52%
3 Years
13.24%
23.98%
5 Years
17.56%
15.87%
Since Inception
16.65%
18.55%
Fund Age
10 yrs 1 mo
16 yrs 2 mo
AUM
₹11.38 Cr
₹1,022.92 Cr
Alpha – 1 Year
12.14%
42.80%
Alpha – 3 Years
1.15%
11.89%
Information Ratio – 3 Years
0.20
1.12
Volatility – 1 Year
29.32%
28.29%
Volatility – 3 Years
24.13%
20.76%
Beta – 1 Year
1.44
1.36
Beta – 3 Years
1.15
1.07
Sharpe Ratio – 1 Year
0.48
1.33
Sharpe Ratio – 3 Years
0.50
0.99
Worst Rolling Year
-10.45%
-4.58%
Value at Worst Rolling Year
₹0.90 Cr
₹0.95 Cr
Deepest Drawdown
−32.02%
−19.51%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
89.77%
97.86%
Median Rolling Year
20.93%
18.35%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
L 22% · M 32% · S 42%
Number of Stocks
28
26
Portfolio P/E
41.96
50.74
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 · 7.13%
MTAR Technologies Ltd · 6.16%
Bharat Heavy Electricals Ltd · 5.50%
Acutaas Chemicals Ltd · 5.03%
KEI Industries Ltd · 4.81%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Capital Goods · 33.61%
Financial Services · 28.27%
Healthcare · 13.73%
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%