Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Build to Last vs Motilal Oswal - Mid to Mega strategy
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Build to Last
Motilal Oswal - Mid to Mega strategy
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.04%
4.17%
6 Months
−3.71%
19.62%
1 Year
−1.23%
12.19%
3 Years
7.88%
23.51%
5 Years
5.71%
13.96%
Since Inception
9.28%
23.13%
Fund Age
7 yrs 1 mo
6 yrs 7 mo
AUM
₹2.48 Cr
₹2,332.81 Cr
Alpha – 1 Year
−5.95%
9.21%
Alpha – 3 Years
−4.21%
11.63%
Information Ratio – 3 Years
-1.27
0.83
Volatility – 1 Year
17.16%
26.11%
Volatility – 3 Years
14.17%
21.82%
Beta – 1 Year
0.98
1.32
Beta – 3 Years
0.90
1.14
Sharpe Ratio – 1 Year
-0.29
0.33
Sharpe Ratio – 3 Years
0.17
0.83
Worst Rolling Year
5.24%
12.50%
Value at Worst Rolling Year
₹1.05 Cr
₹1.13 Cr
Deepest Drawdown
−16.54%
−24.27%
Recovery Period
Not yet recovered
461 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.29%
23.13%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 92% · M 4%
L 14% · M 33% · S 52%
Number of Stocks
26
33
Portfolio P/E
29.84
52.72
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%
Coforge Ltd · 6.08%
Five-Star Business Finance Ltd · 5.74%
Navin Fluorine International Ltd · 3.82%
Kalyan Jewellers India Ltd · 3.62%
TD Power Systems Ltd · 3.62%
Top Sectors
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Financial Services · 28.12%
Consumer Durables · 14.39%
Capital Goods · 12.93%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 0% / 0%