Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Build to Last vs Green Portfolio - Special
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Build to Last
Green Portfolio - Special
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.04%
2.75%
6 Months
−3.71%
26.95%
1 Year
−1.23%
13.12%
3 Years
7.88%
17.80%
5 Years
5.71%
15.04%
Since Inception
9.28%
22.70%
Fund Age
7 yrs 1 mo
8 yrs
AUM
₹2.48 Cr
₹357.26 Cr
Alpha – 1 Year
−5.95%
10.14%
Alpha – 3 Years
−4.21%
5.90%
Information Ratio – 3 Years
-1.27
0.31
Volatility – 1 Year
17.16%
32.38%
Volatility – 3 Years
14.17%
25.45%
Beta – 1 Year
0.98
1.68
Beta – 3 Years
0.90
1.37
Sharpe Ratio – 1 Year
-0.29
0.36
Sharpe Ratio – 3 Years
0.17
0.56
Worst Rolling Year
5.24%
11.19%
Value at Worst Rolling Year
₹1.05 Cr
₹1.11 Cr
Deepest Drawdown
−16.54%
−26.50%
Recovery Period
Not yet recovered
80 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.29%
27.28%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 92% · M 4%
L 7% · M 19% · S 59%
Number of Stocks
26
42
Portfolio P/E
29.84
42.01
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%
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
Top Sectors
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
—
Fixed Fee
1.75% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%