Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Build to Last vs Ksema - Future Frontier Portfolio
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Build to Last
Ksema - Future Frontier Portfolio
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%
3.35%
6 Months
−3.71%
27.55%
1 Year
−1.23%
—
3 Years
7.88%
—
5 Years
5.71%
—
Since Inception
9.28%
23.98%
Fund Age
7 yrs 1 mo
7 mo
AUM
₹2.48 Cr
₹3.83 Cr
Alpha – 1 Year
−5.95%
—
Alpha – 3 Years
−4.21%
—
Information Ratio – 3 Years
-1.27
—
Volatility – 1 Year
17.16%
—
Volatility – 3 Years
14.17%
—
Beta – 1 Year
0.98
—
Beta – 3 Years
0.90
—
Sharpe Ratio – 1 Year
-0.29
—
Sharpe Ratio – 3 Years
0.17
—
Worst Rolling Year
5.24%
—
Value at Worst Rolling Year
₹1.05 Cr
—
Deepest Drawdown
−16.54%
—
Recovery Period
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 18% · M 24% · S 55%
Number of Stocks
26
32
Portfolio P/E
29.84
49.25
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%
Paras Defence and Space Technologies Ltd · 4.69%
E2E Networks Ltd · 4.32%
Saregama India Ltd · 4.09%
Kaynes Technology India Ltd · 4.02%
Dixon Technologies (India) Ltd · 4.00%
Top Sectors
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Capital Goods · 38.89%
Information Technology · 33.22%
Consumer Durables · 7.20%
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%