Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Build to Last vs Marathon Trends - Trend Following
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Build to Last
Marathon Trends - Trend Following
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%
1.43%
6 Months
−3.71%
0.81%
1 Year
−1.23%
7.79%
3 Years
7.88%
9.10%
5 Years
5.71%
—
Since Inception
9.28%
17.42%
Fund Age
7 yrs 1 mo
8 yrs 11 mo
AUM
₹2.48 Cr
₹342.11 Cr
Alpha – 1 Year
−5.95%
3.07%
Alpha – 3 Years
−4.21%
−2.99%
Information Ratio – 3 Years
-1.27
0.29
Volatility – 1 Year
17.16%
17.73%
Volatility – 3 Years
14.17%
15.85%
Beta – 1 Year
0.98
1.00
Beta – 3 Years
0.90
0.98
Sharpe Ratio – 1 Year
-0.29
0.21
Sharpe Ratio – 3 Years
0.17
0.50
Worst Rolling Year
5.24%
9.10%
Value at Worst Rolling Year
₹1.05 Cr
₹1.09 Cr
Deepest Drawdown
−16.54%
−24.26%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.29%
13.58%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 92% · M 4%
L 40% · M 35% · S 22%
Number of Stocks
26
23
Portfolio P/E
29.84
21.69
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%
Cash & Cash Equivalent · 7.05%
Federal Bank Ltd · 6.08%
Bajaj Finance Ltd · 5.79%
Shriram Finance Ltd · 5.46%
AU Small Finance Bank Ltd · 5.38%
Top Sectors
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Financial Services · 48.73%
Capital Goods · 17.98%
Metals & Mining · 8.01%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%