Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Turtle Wealth - Profit Mantra
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Centrum PMS - Micro
Turtle Wealth - Profit Mantra
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%
7.48%
6 Months
26.63%
9.42%
1 Year
16.86%
28.25%
3 Years
13.24%
18.47%
5 Years
17.56%
21.31%
Since Inception
16.65%
21.69%
Fund Age
10 yrs 1 mo
5 yrs
AUM
₹11.38 Cr
₹79.02 Cr
Alpha – 1 Year
12.14%
23.53%
Alpha – 3 Years
1.15%
6.38%
Information Ratio – 3 Years
0.20
0.27
Volatility – 1 Year
29.32%
18.12%
Volatility – 3 Years
24.13%
27.25%
Beta – 1 Year
1.44
0.87
Beta – 3 Years
1.15
0.86
Sharpe Ratio – 1 Year
0.48
1.18
Sharpe Ratio – 3 Years
0.50
0.56
Worst Rolling Year
-10.45%
15.67%
Value at Worst Rolling Year
₹0.90 Cr
₹1.16 Cr
Deepest Drawdown
−32.02%
−30.64%
Recovery Period
Not yet recovered
114 days
1-Year Rolling Windows Positive
89.77%
100.00%
Median Rolling Year
20.93%
25.67%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
L 10% · M 9% · S 69%
Number of Stocks
28
34
Portfolio P/E
41.96
57.02
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 · 17.12%
R R Kabel Ltd · 4.40%
Rubicon Research Ltd · 4.35%
Acutaas Chemicals Ltd · 4.12%
SPR Auto Technologies Ltd · 4.07%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Capital Goods · 29.11%
Healthcare · 27.12%
Financial Services · 8.67%
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%