Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Build to Last vs Right Horizons - All Seasons
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Build to Last
Right Horizons - All Seasons
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.04%
1.32%
6 Months
−3.71%
3.83%
1 Year
−1.23%
9.77%
3 Years
7.88%
13.19%
5 Years
5.71%
12.01%
Since Inception
9.28%
14.38%
Fund Age
7 yrs 1 mo
6 yrs 8 mo
AUM
₹2.48 Cr
₹42.66 Cr
Alpha – 1 Year
−5.95%
3.80%
Alpha – 3 Years
−4.21%
2.30%
Information Ratio – 3 Years
-1.27
0.23
Volatility – 1 Year
17.16%
15.84%
Volatility – 3 Years
14.17%
12.64%
Beta – 1 Year
0.98
1.56
Beta – 3 Years
0.90
1.48
Sharpe Ratio – 1 Year
-0.29
0.32
Sharpe Ratio – 3 Years
0.17
0.70
Worst Rolling Year
5.24%
9.09%
Value at Worst Rolling Year
₹1.05 Cr
₹1.09 Cr
Deepest Drawdown
−16.54%
−15.18%
Recovery Period
Not yet recovered
119 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.29%
15.49%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 92% · M 4%
L 37% · M 21% · S 27%
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%
AXIS Small Cap Fund - Direct (G) · 11.23%
Kotak Mid Cap Fund - Direct (G) · 10.51%
Mirae Asset Large Cap Fund - Direct (G) · 9.65%
ICICI Pru Balanced Advantage Fund - Dir (G) · 9.27%
Motilal Oswal Nifty Bank Index Fund - Direct (G) · 6.76%
Top Sectors
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Financial Services · 31.17%
Others · 8.92%
Capital Goods · 8.08%
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% / 0%