Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Build to Last vs Marcellus - Kings of Capital
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Build to Last
Marcellus - Kings of Capital
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%
0.50%
6 Months
−3.71%
2.02%
1 Year
−1.23%
0.60%
3 Years
7.88%
8.21%
5 Years
5.71%
5.75%
Since Inception
9.28%
9.73%
Fund Age
7 yrs 1 mo
6 yrs
AUM
₹2.48 Cr
₹128.19 Cr
Alpha – 1 Year
−5.95%
1.03%
Alpha – 3 Years
−4.21%
−0.36%
Information Ratio – 3 Years
-1.27
0.12
Volatility – 1 Year
17.16%
19.24%
Volatility – 3 Years
14.17%
14.76%
Beta – 1 Year
0.98
1.13
Beta – 3 Years
0.90
0.95
Sharpe Ratio – 1 Year
-0.29
-0.16
Sharpe Ratio – 3 Years
0.17
0.24
Worst Rolling Year
5.24%
0.20%
Value at Worst Rolling Year
₹1.05 Cr
₹1.00 Cr
Deepest Drawdown
−16.54%
−18.72%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
98.09%
Median Rolling Year
11.29%
8.37%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 92% · M 4%
L 47% · M 42% · S 11%
Number of Stocks
26
—
Portfolio P/E
29.84
—
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%
Axis Bank Ltd · 8.00%
HDFC Bank Ltd · 7.50%
Cholamandalam Investment & Finance Company Ltd · 7.00%
Motilal Oswal Financial Services Ltd · 6.00%
Nuvama Wealth Management Ltd · 6.00%
Top Sectors
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
—
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%