Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Build to Last vs Centrum PMS - Micro
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Build to Last
Centrum PMS - Micro
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.04%
5.99%
6 Months
−3.71%
26.63%
1 Year
−1.23%
16.86%
3 Years
7.88%
13.24%
5 Years
5.71%
17.56%
Since Inception
9.28%
16.65%
Fund Age
7 yrs 1 mo
10 yrs 1 mo
AUM
₹2.48 Cr
₹11.38 Cr
Alpha – 1 Year
−5.95%
12.14%
Alpha – 3 Years
−4.21%
1.15%
Information Ratio – 3 Years
-1.27
0.20
Volatility – 1 Year
17.16%
29.32%
Volatility – 3 Years
14.17%
24.13%
Beta – 1 Year
0.98
1.44
Beta – 3 Years
0.90
1.15
Sharpe Ratio – 1 Year
-0.29
0.48
Sharpe Ratio – 3 Years
0.17
0.50
Worst Rolling Year
5.24%
-10.45%
Value at Worst Rolling Year
₹1.05 Cr
₹0.90 Cr
Deepest Drawdown
−16.54%
−32.02%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
89.77%
Median Rolling Year
11.29%
20.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 92% · M 4%
M 1% · S 95%
Number of Stocks
26
28
Portfolio P/E
29.84
41.96
Top 5 Holdings
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%
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%
Top Sectors
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Capital Goods · 24.94%
Textiles · 15.25%
Consumer Services · 11.78%
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%