Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
5.99%
2.21%
6 Months
26.63%
21.04%
1 Year
16.86%
21.34%
3 Years
13.24%
19.08%
5 Years
17.56%
23.67%
Since Inception
16.65%
—
Fund Age
10 yrs 1 mo
6 yrs 4 mo
AUM
₹11.38 Cr
₹364.08 Cr
Alpha – 1 Year
12.14%
21.69%
Alpha – 3 Years
1.15%
10.08%
Information Ratio – 3 Years
0.20
0.52
Volatility – 1 Year
29.32%
32.28%
Volatility – 3 Years
24.13%
28.08%
Beta – 1 Year
1.44
1.47
Beta – 3 Years
1.15
1.60
Sharpe Ratio – 1 Year
0.48
0.58
Sharpe Ratio – 3 Years
0.50
0.57
Worst Rolling Year
-10.45%
15.61%
Value at Worst Rolling Year
₹0.90 Cr
₹1.16 Cr
Deepest Drawdown
−32.02%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
89.77%
100.00%
Median Rolling Year
20.93%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
L 90% · M 10%
Number of Stocks
28
—
Portfolio P/E
41.96
—
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
—
Fixed Fee
2.00% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
3% / 2% / 1%