Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
Turtle Wealth -Wealth 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%
4.93%
6 Months
26.63%
2.72%
1 Year
16.86%
22.88%
3 Years
13.24%
20.47%
5 Years
17.56%
15.12%
Since Inception
16.65%
17.02%
Fund Age
10 yrs 1 mo
6 yrs 11 mo
AUM
₹11.38 Cr
₹261.05 Cr
Alpha – 1 Year
12.14%
18.16%
Alpha – 3 Years
1.15%
8.38%
Information Ratio – 3 Years
0.20
0.98
Volatility – 1 Year
29.32%
17.62%
Volatility – 3 Years
24.13%
15.64%
Beta – 1 Year
1.44
0.83
Beta – 3 Years
1.15
0.87
Sharpe Ratio – 1 Year
0.48
0.97
Sharpe Ratio – 3 Years
0.50
0.94
Worst Rolling Year
-10.45%
7.22%
Value at Worst Rolling Year
₹0.90 Cr
₹1.07 Cr
Deepest Drawdown
−32.02%
−19.96%
Recovery Period
Not yet recovered
189 days
1-Year Rolling Windows Positive
89.77%
100.00%
Median Rolling Year
20.93%
19.64%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
M 1% · S 95%
L 28% · M 19% · S 43%
Number of Stocks
28
18
Portfolio P/E
41.96
63.91
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 · 11.94%
Nippon Life India Asset Management Ltd · 6.99%
Titan Company Ltd · 6.68%
Syrma SGS Technology Ltd · 6.57%
Apollo Hospitals Enterprise Ltd · 6.27%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
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%