Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Build to Last vs Quest Investment Managers – Flagship
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Build to Last
Quest Investment Managers – Flagship
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%
6.42%
6 Months
−3.71%
15.63%
1 Year
−1.23%
0.27%
3 Years
7.88%
12.69%
5 Years
5.71%
8.81%
Since Inception
9.28%
15.48%
Fund Age
7 yrs 1 mo
18 yrs 10 mo
AUM
₹2.48 Cr
₹406.27 Cr
Alpha – 1 Year
−5.95%
−4.45%
Alpha – 3 Years
−4.21%
0.61%
Information Ratio – 3 Years
-1.27
0.21
Volatility – 1 Year
17.16%
22.89%
Volatility – 3 Years
14.17%
19.09%
Beta – 1 Year
0.98
1.13
Beta – 3 Years
0.90
1.05
Sharpe Ratio – 1 Year
-0.29
-0.11
Sharpe Ratio – 3 Years
0.17
0.45
Worst Rolling Year
5.24%
-10.83%
Value at Worst Rolling Year
₹1.05 Cr
₹0.89 Cr
Deepest Drawdown
−16.54%
−31.17%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
91.19%
Median Rolling Year
11.29%
17.32%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 92% · M 4%
L 28% · M 26% · S 45%
Number of Stocks
26
29
Portfolio P/E
29.84
38.78
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 · 7.83%
Piramal Pharma Ltd · 7.40%
Viyash Scientific Ltd · 6.22%
Coforge Ltd · 6.21%
Samhi Hotels Ltd · 4.95%
Top Sectors
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Consumer Services · 22.99%
Financial Services · 16.79%
Healthcare · 16.78%
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%