Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Build to Last vs Motilal Oswal - Value Migration
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Build to Last
Motilal Oswal - Value Migration
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.04%
0.78%
6 Months
−3.71%
11.75%
1 Year
−1.23%
−2.37%
3 Years
7.88%
17.81%
5 Years
5.71%
14.66%
Since Inception
9.28%
18.91%
Fund Age
7 yrs 1 mo
23 yrs 5 mo
AUM
₹2.48 Cr
₹3,220.2 Cr
Alpha – 1 Year
−5.95%
−5.35%
Alpha – 3 Years
−4.21%
5.93%
Information Ratio – 3 Years
-1.27
0.54
Volatility – 1 Year
17.16%
21.49%
Volatility – 3 Years
14.17%
20.84%
Beta – 1 Year
0.98
1.07
Beta – 3 Years
0.90
1.13
Sharpe Ratio – 1 Year
-0.29
-0.27
Sharpe Ratio – 3 Years
0.17
0.64
Worst Rolling Year
5.24%
-7.44%
Value at Worst Rolling Year
₹1.05 Cr
₹0.93 Cr
Deepest Drawdown
−16.54%
−27.33%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
94.32%
Median Rolling Year
11.29%
14.52%
5-Year Rolling Windows Positive
100.00%
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Market-Cap Mix
L 92% · M 4%
L 28% · M 48% · S 19%
Number of Stocks
26
27
Portfolio P/E
29.84
57.85
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%
Eternal Ltd · 5.67%
Kalyan Jewellers India Ltd · 5.64%
Cash & Cash Equivalent · 4.42%
One 97 Communications Ltd · 4.40%
Bajaj Finance Ltd · 4.35%
Top Sectors
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Financial Services · 24.86%
Capital Goods · 24.56%
Consumer Durables · 13.26%
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%