Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Micro vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Micro
WhiteOak Capital Business Leaders
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%
3.42%
6 Months
26.63%
2.89%
1 Year
16.86%
2.59%
3 Years
13.24%
10.39%
5 Years
17.56%
8.86%
Since Inception
16.65%
11.13%
Fund Age
10 yrs 1 mo
5 yrs 6 mo
AUM
₹11.38 Cr
₹63.54 Cr
Alpha – 1 Year
12.14%
−0.39%
Alpha – 3 Years
1.15%
−1.50%
Information Ratio – 3 Years
0.20
-0.34
Volatility – 1 Year
29.32%
16.68%
Volatility – 3 Years
24.13%
13.79%
Beta – 1 Year
1.44
0.95
Beta – 3 Years
1.15
0.88
Sharpe Ratio – 1 Year
0.48
-0.09
Sharpe Ratio – 3 Years
0.50
0.40
Worst Rolling Year
-10.45%
6.98%
Value at Worst Rolling Year
₹0.90 Cr
₹1.07 Cr
Deepest Drawdown
−32.02%
−15.31%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
89.77%
100.00%
Median Rolling Year
20.93%
12.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
M 1% · S 95%
L 69% · M 25% · S 5%
Number of Stocks
28
40
Portfolio P/E
41.96
30.67
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 · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
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%