Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Build to Last vs Marcellus - Little Champs
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Build to Last
Marcellus - Little Champs
Return for the risk
3 yrs return
-5%
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.04%
0.36%
6 Months
−3.71%
5.01%
1 Year
−1.23%
−5.33%
3 Years
7.88%
1.25%
5 Years
5.71%
−1.56%
Since Inception
9.28%
10.94%
Fund Age
7 yrs 1 mo
6 yrs 11 mo
AUM
₹2.48 Cr
₹122.91 Cr
Alpha – 1 Year
−5.95%
−8.31%
Alpha – 3 Years
−4.21%
−10.64%
Information Ratio – 3 Years
-1.27
-0.98
Volatility – 1 Year
17.16%
16.35%
Volatility – 3 Years
14.17%
16.88%
Beta – 1 Year
0.98
0.87
Beta – 3 Years
0.90
0.86
Sharpe Ratio – 1 Year
-0.29
-0.59
Sharpe Ratio – 3 Years
0.17
-0.17
Worst Rolling Year
5.24%
-5.79%
Value at Worst Rolling Year
₹1.05 Cr
₹0.94 Cr
Deepest Drawdown
−16.54%
−20.60%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
54.01%
Median Rolling Year
11.29%
1.42%
5-Year Rolling Windows Positive
100.00%
83.33%
Market-Cap Mix
L 92% · M 4%
M 4% · S 79%
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%
Ultramarine & Pigments Ltd
L T Foods Ltd
Garware Technical Fibres Ltd
Natco Pharma Ltd
CMS Info Systems Ltd
Top Sectors
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
—
Fixed Fee
1.75% / yr
0.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%