Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Build to Last vs ORO-Alpha Value
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Build to Last
ORO-Alpha Value
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.04%
0.44%
6 Months
−3.71%
5.47%
1 Year
−1.23%
6.35%
3 Years
7.88%
—
5 Years
5.71%
—
Since Inception
9.28%
6.04%
Fund Age
7 yrs 1 mo
3 yrs 8 mo
AUM
₹2.48 Cr
₹1.28 Cr
Alpha – 1 Year
−5.95%
3.37%
Alpha – 3 Years
−4.21%
—
Information Ratio – 3 Years
-1.27
—
Volatility – 1 Year
17.16%
17.26%
Volatility – 3 Years
14.17%
15.80%
Beta – 1 Year
0.98
0.95
Beta – 3 Years
0.90
—
Sharpe Ratio – 1 Year
-0.29
0.12
Sharpe Ratio – 3 Years
0.17
0.10
Worst Rolling Year
5.24%
—
Value at Worst Rolling Year
₹1.05 Cr
—
Deepest Drawdown
−16.54%
−17.83%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
11.29%
—
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 92% · M 4%
L 42% · M 17% · S 27%
Number of Stocks
26
24
Portfolio P/E
29.84
39.38
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%
Mahindra & Mahindra Ltd · 6.79%
Nippon India ETF Gold BeES · 6.33%
Kotak Mahindra Bank Ltd · 5.84%
HCL Technologies Ltd · 5.43%
HDFC Bank Ltd · 4.99%
Top Sectors
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Financial Services · 16.94%
Capital Goods · 13.40%
Healthcare · 11.01%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%