Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
5.99%
3.26%
6 Months
26.63%
4.03%
1 Year
16.86%
0.70%
3 Years
13.24%
10.01%
5 Years
17.56%
8.40%
Since Inception
16.65%
14.84%
Fund Age
10 yrs 1 mo
7 yrs 10 mo
AUM
₹11.38 Cr
₹2,937.84 Cr
Alpha – 1 Year
12.14%
−2.28%
Alpha – 3 Years
1.15%
−1.88%
Information Ratio – 3 Years
0.20
-0.37
Volatility – 1 Year
29.32%
17.90%
Volatility – 3 Years
24.13%
14.65%
Beta – 1 Year
1.44
1.00
Beta – 3 Years
1.15
0.93
Sharpe Ratio – 1 Year
0.48
-0.18
Sharpe Ratio – 3 Years
0.50
0.35
Worst Rolling Year
-10.45%
7.25%
Value at Worst Rolling Year
₹0.90 Cr
₹1.07 Cr
Deepest Drawdown
−32.02%
−18.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
89.77%
100.00%
Median Rolling Year
20.93%
15.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
L 58% · M 15% · S 26%
Number of Stocks
28
71
Portfolio P/E
41.96
31.77
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%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
Fixed Fee
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 0% / 0%
0% / 0% / 0%