Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Build to Last vs Right Horizons - Alphabots India Largecap 50
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Build to Last
Right Horizons - Alphabots India Largecap 50
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%
4.41%
6 Months
−3.71%
0.07%
1 Year
−1.23%
4.08%
3 Years
7.88%
6.47%
5 Years
5.71%
—
Since Inception
9.28%
11.08%
Fund Age
7 yrs 1 mo
6 yrs 6 mo
AUM
₹2.48 Cr
₹1.91 Cr
Alpha – 1 Year
−5.95%
4.51%
Alpha – 3 Years
−4.21%
−2.09%
Information Ratio – 3 Years
-1.27
-0.44
Volatility – 1 Year
17.16%
16.64%
Volatility – 3 Years
14.17%
14.35%
Beta – 1 Year
0.98
0.98
Beta – 3 Years
0.90
1.00
Sharpe Ratio – 1 Year
-0.29
-0.01
Sharpe Ratio – 3 Years
0.17
0.13
Worst Rolling Year
5.24%
5.64%
Value at Worst Rolling Year
₹1.05 Cr
₹1.06 Cr
Deepest Drawdown
−16.54%
−18.42%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.29%
7.94%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 92% · M 4%
L 90% · M 7%
Number of Stocks
26
50
Portfolio P/E
29.84
26.76
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%
Cash & Cash Equivalent · 3.22%
Hero MotoCorp Ltd · 2.92%
Hindalco Industries Ltd · 2.91%
Tata Steel Ltd · 2.82%
Eicher Motors Ltd · 2.74%
Top Sectors
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Financial Services · 21.29%
Automobile and Auto Components · 12.46%
Metals & Mining · 9.87%
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% / –