Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Tamohara - TIOS
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
Tamohara - TIOS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.99%
3.29%
6 Months
26.63%
14.68%
1 Year
16.86%
11.65%
3 Years
13.24%
7.09%
5 Years
17.56%
8.41%
Since Inception
16.65%
10.45%
Fund Age
10 yrs 1 mo
10 yrs 5 mo
AUM
₹11.38 Cr
₹24.48 Cr
Alpha – 1 Year
12.14%
12.00%
Alpha – 3 Years
1.15%
−1.90%
Information Ratio – 3 Years
0.20
-0.12
Volatility – 1 Year
29.32%
20.48%
Volatility – 3 Years
24.13%
16.32%
Beta – 1 Year
1.44
1.11
Beta – 3 Years
1.15
1.00
Sharpe Ratio – 1 Year
0.48
0.36
Sharpe Ratio – 3 Years
0.50
0.15
Worst Rolling Year
-10.45%
-5.06%
Value at Worst Rolling Year
₹0.90 Cr
₹0.95 Cr
Deepest Drawdown
−32.02%
−24.00%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
89.77%
92.00%
Median Rolling Year
20.93%
9.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
L 41% · M 5% · S 35%
Number of Stocks
28
31
Portfolio P/E
41.96
28.34
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%
Other Funds · 14.39%
Bharti Airtel Ltd · 6.81%
HDFC Bank Ltd · 6.63%
Reliance Industries Ltd · 5.02%
Shivalik Bimetal Controls Ltd · 4.45%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Financial Services · 23.90%
Capital Goods · 12.70%
Fast Moving Consumer Goods · 8.38%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / – / –