Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Build to Last vs Sanctum Wealth - Indian Olympians
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Build to Last
Sanctum Wealth - Indian Olympians
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%
1.47%
6 Months
−3.71%
5.42%
1 Year
−1.23%
9.64%
3 Years
7.88%
10.36%
5 Years
5.71%
7.75%
Since Inception
9.28%
11.08%
Fund Age
7 yrs 1 mo
9 yrs 11 mo
AUM
₹2.48 Cr
₹66.05 Cr
Alpha – 1 Year
−5.95%
9.99%
Alpha – 3 Years
−4.21%
1.36%
Information Ratio – 3 Years
-1.27
0.51
Volatility – 1 Year
17.16%
17.05%
Volatility – 3 Years
14.17%
14.23%
Beta – 1 Year
0.98
1.05
Beta – 3 Years
0.90
1.00
Sharpe Ratio – 1 Year
-0.29
0.31
Sharpe Ratio – 3 Years
0.17
0.40
Worst Rolling Year
5.24%
0.57%
Value at Worst Rolling Year
₹1.05 Cr
₹1.01 Cr
Deepest Drawdown
−16.54%
−17.08%
Recovery Period
Not yet recovered
233 days
1-Year Rolling Windows Positive
100.00%
99.96%
Median Rolling Year
11.29%
11.79%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 92% · M 4%
L 84% · M 12%
Number of Stocks
26
23
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%
ICICI Bank Ltd · 8.67%
Reliance Industries Ltd · 7.12%
HDFC Bank Ltd · 5.46%
Bajaj Finance Ltd · 5.30%
Bharti Airtel Ltd · 5.01%
Top Sectors
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
—
Fixed Fee
1.75% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
—