Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Unifi Blended - Rangoli
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
Unifi Blended - Rangoli
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%
3.17%
6 Months
26.63%
10.91%
1 Year
16.86%
10.45%
3 Years
13.24%
10.60%
5 Years
17.56%
10.74%
Since Inception
16.65%
18.07%
Fund Age
10 yrs 1 mo
9 yrs 2 mo
AUM
₹11.38 Cr
₹11,464.61 Cr
Alpha – 1 Year
12.14%
5.73%
Alpha – 3 Years
1.15%
−1.49%
Information Ratio – 3 Years
0.20
-0.11
Volatility – 1 Year
29.32%
18.78%
Volatility – 3 Years
24.13%
16.83%
Beta – 1 Year
1.44
1.04
Beta – 3 Years
1.15
1.02
Sharpe Ratio – 1 Year
0.48
0.34
Sharpe Ratio – 3 Years
0.50
0.37
Worst Rolling Year
-10.45%
4.89%
Value at Worst Rolling Year
₹0.90 Cr
₹1.05 Cr
Deepest Drawdown
−32.02%
−19.94%
Recovery Period
Not yet recovered
153 days
1-Year Rolling Windows Positive
89.77%
100.00%
Median Rolling Year
20.93%
19.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
L 24% · M 11% · S 66%
Number of Stocks
28
—
Portfolio P/E
41.96
21.80
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
Narayana Hrudayalaya Ltd
Bank of Baroda
Mahindra & Mahindra Ltd
Sagility Ltd
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
—
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%