Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Build to Last vs Piper Serica Advisors - Leader Portfolio
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Build to Last
Piper Serica Advisors - Leader 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%
3.10%
6 Months
−3.71%
24.70%
1 Year
−1.23%
21.80%
3 Years
7.88%
16.46%
5 Years
5.71%
12.29%
Since Inception
9.28%
17.31%
Fund Age
7 yrs 1 mo
7 yrs 2 mo
AUM
₹2.48 Cr
₹328.39 Cr
Alpha – 1 Year
−5.95%
22.15%
Alpha – 3 Years
−4.21%
7.46%
Information Ratio – 3 Years
-1.27
1.55
Volatility – 1 Year
17.16%
22.56%
Volatility – 3 Years
14.17%
18.01%
Beta – 1 Year
0.98
1.10
Beta – 3 Years
0.90
0.98
Sharpe Ratio – 1 Year
-0.29
0.85
Sharpe Ratio – 3 Years
0.17
1.07
Worst Rolling Year
5.24%
7.49%
Value at Worst Rolling Year
₹1.05 Cr
₹1.07 Cr
Deepest Drawdown
−16.54%
−21.44%
Recovery Period
Not yet recovered
123 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.29%
17.12%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 92% · M 4%
—
Number of Stocks
26
16
Portfolio P/E
29.84
—
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%
Cartrade Tech Ltd · 9.52%
Syrma SGS Technology Ltd · 8.27%
Fusion Finance Ltd · 8.07%
Senores Pharmaceuticals Ltd · 7.85%
Cash & Cash Equivalent · 6.18%
Top Sectors
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
—
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2% / 1% / 1%