Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs ValueQuest - Platinum
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
ValueQuest - Platinum
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%
2.62%
6 Months
26.63%
20.31%
1 Year
16.86%
5.50%
3 Years
13.24%
14.22%
5 Years
17.56%
16.13%
Since Inception
16.65%
18.70%
Fund Age
10 yrs 1 mo
9 yrs 8 mo
AUM
₹11.38 Cr
₹3,491.64 Cr
Alpha – 1 Year
12.14%
2.52%
Alpha – 3 Years
1.15%
2.33%
Information Ratio – 3 Years
0.20
0.19
Volatility – 1 Year
29.32%
25.24%
Volatility – 3 Years
24.13%
21.26%
Beta – 1 Year
1.44
1.29
Beta – 3 Years
1.15
1.17
Sharpe Ratio – 1 Year
0.48
0.11
Sharpe Ratio – 3 Years
0.50
0.48
Worst Rolling Year
-10.45%
-9.34%
Value at Worst Rolling Year
₹0.90 Cr
₹0.91 Cr
Deepest Drawdown
−32.02%
−6.25%
Recovery Period
Not yet recovered
13 days
1-Year Rolling Windows Positive
89.77%
93.29%
Median Rolling Year
20.93%
15.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
L 23% · M 15% · S 57%
Number of Stocks
28
30
Portfolio P/E
41.96
—
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%
Inventurus Knowledge Solutions Ltd
Cholamandalam Investment & Finance Company Ltd
Concord Biotech Ltd
Tenneco Clean Air India Ltd
Hindustan Aeronautics Ltd
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
—
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
1% / 1% / 1%