Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Build to Last vs Renaissance - Indianext Portfolio
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Build to Last
Renaissance - Indianext 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%
2.69%
6 Months
−3.71%
5.24%
1 Year
−1.23%
2.85%
3 Years
7.88%
13.52%
5 Years
5.71%
17.79%
Since Inception
9.28%
13.89%
Fund Age
7 yrs 1 mo
8 yrs 4 mo
AUM
₹2.48 Cr
₹921.15 Cr
Alpha – 1 Year
−5.95%
−1.87%
Alpha – 3 Years
−4.21%
1.43%
Information Ratio – 3 Years
-1.27
0.23
Volatility – 1 Year
17.16%
18.02%
Volatility – 3 Years
14.17%
16.70%
Beta – 1 Year
0.98
0.99
Beta – 3 Years
0.90
0.99
Sharpe Ratio – 1 Year
-0.29
-0.03
Sharpe Ratio – 3 Years
0.17
0.54
Worst Rolling Year
5.24%
-0.29%
Value at Worst Rolling Year
₹1.05 Cr
₹1.00 Cr
Deepest Drawdown
−16.54%
−22.85%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
99.64%
Median Rolling Year
11.29%
23.46%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 92% · M 4%
L 34% · M 28% · S 35%
Number of Stocks
26
35
Portfolio P/E
29.84
24.73
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%
HDFC Bank Ltd · 7.09%
Federal Bank Ltd · 5.30%
City Union Bank Ltd · 4.71%
One 97 Communications Ltd · 4.56%
Mahindra & Mahindra Financial Services Ltd · 4.47%
Top Sectors
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Financial Services · 35.13%
Information Technology · 15.47%
Automobile and Auto Components · 10.10%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 1% / 0%