Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Build to Last vs Quest Investment Managers – Multi
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Build to Last
Quest Investment Managers – Multi
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%
6.28%
6 Months
−3.71%
16.32%
1 Year
−1.23%
11.67%
3 Years
7.88%
19.26%
5 Years
5.71%
13.96%
Since Inception
9.28%
16.00%
Fund Age
7 yrs 1 mo
12 yrs
AUM
₹2.48 Cr
₹725.3 Cr
Alpha – 1 Year
−5.95%
6.95%
Alpha – 3 Years
−4.21%
7.18%
Information Ratio – 3 Years
-1.27
0.87
Volatility – 1 Year
17.16%
21.97%
Volatility – 3 Years
14.17%
19.77%
Beta – 1 Year
0.98
1.15
Beta – 3 Years
0.90
1.13
Sharpe Ratio – 1 Year
-0.29
0.37
Sharpe Ratio – 3 Years
0.17
0.73
Worst Rolling Year
5.24%
-10.23%
Value at Worst Rolling Year
₹1.05 Cr
₹0.90 Cr
Deepest Drawdown
−16.54%
−25.02%
Recovery Period
Not yet recovered
525 days
1-Year Rolling Windows Positive
100.00%
93.09%
Median Rolling Year
11.29%
18.93%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 92% · M 4%
L 29% · M 26% · S 42%
Number of Stocks
26
34
Portfolio P/E
29.84
42.87
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%
Coforge Ltd · 6.37%
Sansera Engineering Ltd · 6.13%
Eternal Ltd · 5.92%
Piramal Pharma Ltd · 5.00%
One 97 Communications Ltd · 4.61%
Top Sectors
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Financial Services · 25.07%
Consumer Services · 16.51%
Information Technology · 10.93%
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%