Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Build to Last vs Chanakya Capital - Growth Plan
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Build to Last
Chanakya Capital - Growth Plan
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%
3.10%
6 Months
−3.71%
2.75%
1 Year
−1.23%
19.54%
3 Years
7.88%
16.88%
5 Years
5.71%
17.69%
Since Inception
9.28%
15.84%
Fund Age
7 yrs 1 mo
8 yrs
AUM
₹2.48 Cr
₹335.72 Cr
Alpha – 1 Year
−5.95%
19.89%
Alpha – 3 Years
−4.21%
7.88%
Information Ratio – 3 Years
-1.27
0.91
Volatility – 1 Year
17.16%
22.09%
Volatility – 3 Years
14.17%
17.60%
Beta – 1 Year
0.98
1.28
Beta – 3 Years
0.90
1.08
Sharpe Ratio – 1 Year
-0.29
0.68
Sharpe Ratio – 3 Years
0.17
0.74
Worst Rolling Year
5.24%
9.01%
Value at Worst Rolling Year
₹1.05 Cr
₹1.09 Cr
Deepest Drawdown
−16.54%
−17.25%
Recovery Period
Not yet recovered
97 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.29%
21.38%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 92% · M 4%
L 57% · M 6% · S 37%
Number of Stocks
26
192
Portfolio P/E
29.84
18.98
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%
Axis Bank Ltd · 17.31%
Bajaj Holdings & Investment Ltd · 9.75%
Karur Vysya Bank Ltd · 7.90%
HDFC Bank Ltd · 7.12%
South Indian Bank Ltd · 6.83%
Top Sectors
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Financial Services · 64.06%
Metals & Mining · 10.06%
Automobile and Auto Components · 8.65%
Fixed Fee
1.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%