Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
Unifi APJ 20*
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.99%
3.07%
6 Months
26.63%
13.63%
1 Year
16.86%
10.76%
3 Years
13.24%
13.00%
5 Years
17.56%
13.13%
Since Inception
16.65%
20.07%
Fund Age
10 yrs 1 mo
10 yrs 11 mo
AUM
₹11.38 Cr
₹942.94 Cr
Alpha – 1 Year
12.14%
6.04%
Alpha – 3 Years
1.15%
0.91%
Information Ratio – 3 Years
0.20
0.27
Volatility – 1 Year
29.32%
18.61%
Volatility – 3 Years
24.13%
17.55%
Beta – 1 Year
1.44
1.02
Beta – 3 Years
1.15
1.01
Sharpe Ratio – 1 Year
0.48
0.35
Sharpe Ratio – 3 Years
0.50
0.49
Worst Rolling Year
-10.45%
-10.32%
Value at Worst Rolling Year
₹0.90 Cr
₹0.90 Cr
Deepest Drawdown
−32.02%
−17.59%
Recovery Period
Not yet recovered
518 days
1-Year Rolling Windows Positive
89.77%
95.82%
Median Rolling Year
20.93%
19.87%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
L 15% · M 3% · S 82%
Number of Stocks
28
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Portfolio P/E
41.96
21.50
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%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
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Fixed Fee
2.00% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
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