Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Build to Last vs Phillip Capital - Signature India Portfolio
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Build to Last
Phillip Capital - Signature India Portfolio
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%
3.08%
6 Months
−3.71%
14.24%
1 Year
−1.23%
9.21%
3 Years
7.88%
8.31%
5 Years
5.71%
7.74%
Since Inception
9.28%
11.80%
Fund Age
7 yrs 1 mo
10 yrs 3 mo
AUM
₹2.48 Cr
₹251.07 Cr
Alpha – 1 Year
−5.95%
4.51%
Alpha – 3 Years
−4.21%
−2.91%
Information Ratio – 3 Years
-1.27
-0.50
Volatility – 1 Year
17.16%
21.09%
Volatility – 3 Years
14.17%
15.86%
Beta – 1 Year
0.98
1.13
Beta – 3 Years
0.90
0.93
Sharpe Ratio – 1 Year
-0.29
0.27
Sharpe Ratio – 3 Years
0.17
0.26
Worst Rolling Year
5.24%
-3.45%
Value at Worst Rolling Year
₹1.05 Cr
₹0.97 Cr
Deepest Drawdown
−16.54%
−19.63%
Recovery Period
Not yet recovered
469 days
1-Year Rolling Windows Positive
100.00%
97.82%
Median Rolling Year
11.29%
11.94%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 92% · M 4%
L 30% · M 32% · S 34%
Number of Stocks
26
28
Portfolio P/E
29.84
55.43
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%
Divis Laboratories Ltd · 5.41%
ICICI Bank Ltd · 4.92%
Coforge Ltd · 4.49%
Syrma SGS Technology Ltd · 4.18%
HDFC Bank Ltd · 4.16%
Top Sectors
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Financial Services · 15.55%
Healthcare · 12.76%
Capital Goods · 12.30%
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%