Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Build to Last vs Ckredence Wealth Management Pvt Ltd - ICE Growth
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Build to Last
Ckredence Wealth Management Pvt Ltd - ICE Growth
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.04%
5.63%
6 Months
−3.71%
23.45%
1 Year
−1.23%
23.62%
3 Years
7.88%
—
5 Years
5.71%
—
Since Inception
9.28%
12.60%
Fund Age
7 yrs 1 mo
1 yr 10 mo
AUM
₹2.48 Cr
₹187.26 Cr
Alpha – 1 Year
−5.95%
18.90%
Alpha – 3 Years
−4.21%
—
Information Ratio – 3 Years
-1.27
—
Volatility – 1 Year
17.16%
20.87%
Volatility – 3 Years
14.17%
—
Beta – 1 Year
0.98
1.10
Beta – 3 Years
0.90
—
Sharpe Ratio – 1 Year
-0.29
0.87
Sharpe Ratio – 3 Years
0.17
—
Worst Rolling Year
5.24%
—
Value at Worst Rolling Year
₹1.05 Cr
—
Deepest Drawdown
−16.54%
−15.33%
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 92% · M 4%
L 9% · M 29% · S 56%
Number of Stocks
26
33
Portfolio P/E
29.84
73.30
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%
Laurus Labs Ltd · 11.28%
Cash & Cash Equivalent · 7.17%
Aether Industries Ltd · 5.12%
The Ramco Cements Ltd · 3.83%
Interglobe Aviation Ltd · 3.66%
Top Sectors
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Healthcare · 19.38%
Financial Services · 10.36%
Metals & Mining · 9.08%
Fixed Fee
1.75% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 0%