Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Build to Last vs Ksema - Alpha
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Build to Last
Ksema - Alpha
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%
1.08%
6 Months
−3.71%
1.74%
1 Year
−1.23%
10.49%
3 Years
7.88%
12.80%
5 Years
5.71%
12.91%
Since Inception
9.28%
15.37%
Fund Age
7 yrs 1 mo
7 yrs 7 mo
AUM
₹2.48 Cr
₹15.96 Cr
Alpha – 1 Year
−5.95%
10.84%
Alpha – 3 Years
−4.21%
3.80%
Information Ratio – 3 Years
-1.27
0.47
Volatility – 1 Year
17.16%
19.22%
Volatility – 3 Years
14.17%
17.53%
Beta – 1 Year
0.98
1.18
Beta – 3 Years
0.90
1.15
Sharpe Ratio – 1 Year
-0.29
0.34
Sharpe Ratio – 3 Years
0.17
0.48
Worst Rolling Year
5.24%
12.46%
Value at Worst Rolling Year
₹1.05 Cr
₹1.12 Cr
Deepest Drawdown
−16.54%
−19.38%
Recovery Period
Not yet recovered
275 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.29%
18.63%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 92% · M 4%
L 64% · M 15% · S 21%
Number of Stocks
26
38
Portfolio P/E
29.84
24.65
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%
ICICI Bank Ltd · 7.48%
Reliance Industries Ltd · 5.01%
State Bank of India · 4.98%
Larsen & Toubro Ltd · 4.80%
Hindustan Aeronautics Ltd · 4.61%
Top Sectors
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Financial Services · 28.23%
Capital Goods · 19.95%
Automobile and Auto Components · 17.15%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%