Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Build to Last vs Marcellus -MeritorQ - PMS
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Build to Last
Marcellus -MeritorQ - PMS
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%
3.04%
6 Months
−3.71%
5.19%
1 Year
−1.23%
−0.45%
3 Years
7.88%
11.72%
5 Years
5.71%
—
Since Inception
9.28%
12.62%
Fund Age
7 yrs 1 mo
3 yrs 8 mo
AUM
₹2.48 Cr
₹42.96 Cr
Alpha – 1 Year
−5.95%
−3.43%
Alpha – 3 Years
−4.21%
−0.17%
Information Ratio – 3 Years
-1.27
-0.16
Volatility – 1 Year
17.16%
16.93%
Volatility – 3 Years
14.17%
15.20%
Beta – 1 Year
0.98
0.92
Beta – 3 Years
0.90
0.91
Sharpe Ratio – 1 Year
-0.29
-0.27
Sharpe Ratio – 3 Years
0.17
0.45
Worst Rolling Year
5.24%
11.64%
Value at Worst Rolling Year
₹1.05 Cr
₹1.12 Cr
Deepest Drawdown
−16.54%
−20.38%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.29%
15.01%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 92% · M 4%
L 39% · M 39% · S 22%
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%
Bharti Airtel Ltd · 10.23%
Sun Pharmaceutical Industries Ltd · 6.24%
Eicher Motors Ltd · 5.28%
Indus Towers Ltd · 4.81%
R R Kabel Ltd · 4.42%
Top Sectors
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
—
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%