Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Build to Last vs Right Horizons - Perennial
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Build to Last
Right Horizons - Perennial
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%
−0.19%
6 Months
−3.71%
11.46%
1 Year
−1.23%
8.21%
3 Years
7.88%
12.09%
5 Years
5.71%
11.81%
Since Inception
9.28%
13.34%
Fund Age
7 yrs 1 mo
5 yrs 3 mo
AUM
₹2.48 Cr
₹34.29 Cr
Alpha – 1 Year
−5.95%
5.23%
Alpha – 3 Years
−4.21%
0.21%
Information Ratio – 3 Years
-1.27
0.17
Volatility – 1 Year
17.16%
24.84%
Volatility – 3 Years
14.17%
21.42%
Beta – 1 Year
0.98
1.25
Beta – 3 Years
0.90
1.08
Sharpe Ratio – 1 Year
-0.29
0.21
Sharpe Ratio – 3 Years
0.17
0.49
Worst Rolling Year
5.24%
7.11%
Value at Worst Rolling Year
₹1.05 Cr
₹1.07 Cr
Deepest Drawdown
−16.54%
−34.77%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.29%
18.26%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 92% · M 4%
L 5% · M 7% · S 69%
Number of Stocks
26
37
Portfolio P/E
29.84
52.15
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%
Aditya Vision Ltd · 6.27%
Motilal Oswal NASDAQ-100 ETF · 6.09%
Macfos Ltd · 5.40%
Thangamayil Jewellery Ltd · 4.92%
Cash & Cash Equivalent · 4.80%
Top Sectors
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Consumer Services · 22.57%
Consumer Durables · 19.32%
Financial Services · 14.90%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
2.5% / 0% / 0%