Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
26.63%
13.10%
1 Year
16.86%
18.11%
3 Years
13.24%
14.56%
5 Years
17.56%
8.71%
Since Inception
16.65%
13.67%
Fund Age
10 yrs 1 mo
11 yrs 2 mo
AUM
₹11.38 Cr
₹138.06 Cr
Alpha – 1 Year
12.14%
18.46%
Alpha – 3 Years
1.15%
5.57%
Information Ratio – 3 Years
0.20
0.62
Volatility – 1 Year
29.32%
22.83%
Volatility – 3 Years
24.13%
16.72%
Beta – 1 Year
1.44
1.29
Beta – 3 Years
1.15
1.00
Sharpe Ratio – 1 Year
0.48
0.61
Sharpe Ratio – 3 Years
0.50
0.55
Worst Rolling Year
-10.45%
-8.44%
Value at Worst Rolling Year
₹0.90 Cr
₹0.92 Cr
Deepest Drawdown
−32.02%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
89.77%
92.53%
Median Rolling Year
20.93%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
L 38% · M 14% · S 45%
Number of Stocks
28
18
Portfolio P/E
41.96
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
2.00% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%