Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Build to Last vs NJ - Multicap
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Build to Last
NJ - Multicap
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%
2.92%
6 Months
−3.71%
8.20%
1 Year
−1.23%
15.48%
3 Years
7.88%
18.05%
5 Years
5.71%
15.54%
Since Inception
9.28%
14.61%
Fund Age
7 yrs 1 mo
10 yrs 4 mo
AUM
₹2.48 Cr
₹747.6 Cr
Alpha – 1 Year
−5.95%
15.83%
Alpha – 3 Years
−4.21%
9.06%
Information Ratio – 3 Years
-1.27
0.72
Volatility – 1 Year
17.16%
18.67%
Volatility – 3 Years
14.17%
21.45%
Beta – 1 Year
0.98
1.12
Beta – 3 Years
0.90
1.31
Sharpe Ratio – 1 Year
-0.29
0.58
Sharpe Ratio – 3 Years
0.17
0.64
Worst Rolling Year
5.24%
-13.89%
Value at Worst Rolling Year
₹1.05 Cr
₹0.86 Cr
Deepest Drawdown
−16.54%
−30.97%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
77.45%
Median Rolling Year
11.29%
21.11%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 92% · M 4%
L 35% · M 50% · S 14%
Number of Stocks
26
25
Portfolio P/E
29.84
31.22
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%
Laurus Labs Ltd · 5.74%
Bharat Forge Ltd · 5.63%
Bharat Electronics Ltd · 5.04%
Navin Fluorine International Ltd · 4.96%
Radico Khaitan Ltd · 4.69%
Top Sectors
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Financial Services · 33.34%
Automobile and Auto Components · 21.64%
Healthcare · 13.06%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%