Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
Turtle Wealth -Growth Mantra
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%
9.22%
6 Months
26.63%
9.86%
1 Year
16.86%
32.16%
3 Years
13.24%
19.13%
5 Years
17.56%
12.16%
Since Inception
16.65%
16.12%
Fund Age
10 yrs 1 mo
5 yrs 10 mo
AUM
₹11.38 Cr
₹170.31 Cr
Alpha – 1 Year
12.14%
27.44%
Alpha – 3 Years
1.15%
7.04%
Information Ratio – 3 Years
0.20
0.58
Volatility – 1 Year
29.32%
17.07%
Volatility – 3 Years
24.13%
17.73%
Beta – 1 Year
1.44
0.65
Beta – 3 Years
1.15
0.86
Sharpe Ratio – 1 Year
0.48
1.42
Sharpe Ratio – 3 Years
0.50
0.79
Worst Rolling Year
-10.45%
0.71%
Value at Worst Rolling Year
₹0.90 Cr
₹1.01 Cr
Deepest Drawdown
−32.02%
−30.82%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
89.77%
99.71%
Median Rolling Year
20.93%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
L 11% · M 1% · S 72%
Number of Stocks
28
18
Portfolio P/E
41.96
52.74
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%
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
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%