Portfolio Management Services (PMS)Compare Schemes
BB Micro To Mega vs Centrum PMS - Build to Last
Add SchemeGrowth of ₹1 Crore
BB Micro To Mega
Centrum PMS - Build to Last
Return for the risk
3 yrs return
0%
5%
10%
15%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.50%
−0.04%
6 Months
10.26%
−3.71%
1 Year
20.10%
−1.23%
3 Years
—
7.88%
5 Years
—
5.71%
Since Inception
21.53%
9.28%
Fund Age
18 mo
7 yrs 1 mo
AUM
₹79.16 Cr
₹2.48 Cr
Alpha – 1 Year
17.12%
−5.95%
Alpha – 3 Years
—
−4.21%
Information Ratio – 3 Years
—
-1.27
Volatility – 1 Year
19.38%
17.16%
Volatility – 3 Years
—
14.17%
Beta – 1 Year
0.85
0.98
Beta – 3 Years
—
0.90
Sharpe Ratio – 1 Year
0.76
-0.29
Sharpe Ratio – 3 Years
—
0.17
Worst Rolling Year
—
5.24%
Value at Worst Rolling Year
—
₹1.05 Cr
Deepest Drawdown
−14.77%
−16.54%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
11.29%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 8% · M 7% · S 61%
L 92% · M 4%
Number of Stocks
66
26
Portfolio P/E
52.54
29.84
Top 5 Holdings
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 10.53%
Cash & Cash Equivalent · 8.45%
Welspun Corp Ltd · 4.44%
Venus Remedies Ltd · 4.32%
E2E Networks Ltd · 3.77%
HDFC Bank Ltd · 9.71%
Reliance Industries Ltd · 7.63%
Bharat Electronics Ltd · 6.87%
Adani Ports & Special Economic Zone Ltd · 6.13%
Mahindra & Mahindra Ltd · 4.90%
Top Sectors
Capital Goods · 29.02%
Healthcare · 8.51%
Information Technology · 7.65%
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
0% / 0% / 0%