Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Build to Last vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Build to Last
Right Horizons - India Business Leaders
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%
3.11%
6 Months
−3.71%
4.12%
1 Year
−1.23%
−0.25%
3 Years
7.88%
10.95%
5 Years
5.71%
10.56%
Since Inception
9.28%
10.62%
Fund Age
7 yrs 1 mo
13 yrs 8 mo
AUM
₹2.48 Cr
₹41.22 Cr
Alpha – 1 Year
−5.95%
0.18%
Alpha – 3 Years
−4.21%
2.39%
Information Ratio – 3 Years
-1.27
0.52
Volatility – 1 Year
17.16%
20.61%
Volatility – 3 Years
14.17%
17.57%
Beta – 1 Year
0.98
1.24
Beta – 3 Years
0.90
1.19
Sharpe Ratio – 1 Year
-0.29
-0.18
Sharpe Ratio – 3 Years
0.17
0.46
Worst Rolling Year
5.24%
-10.52%
Value at Worst Rolling Year
₹1.05 Cr
₹0.89 Cr
Deepest Drawdown
−16.54%
−22.41%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
93.48%
Median Rolling Year
11.29%
12.26%
5-Year Rolling Windows Positive
100.00%
99.05%
Market-Cap Mix
L 92% · M 4%
L 70% · M 29%
Number of Stocks
26
25
Portfolio P/E
29.84
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
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%