Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Build to Last vs Sowilo Multicap Fund
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Build to Last
Sowilo Multicap Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.04%
3.12%
6 Months
−3.71%
20.18%
1 Year
−1.23%
17.30%
3 Years
7.88%
18.32%
5 Years
5.71%
—
Since Inception
9.28%
21.17%
Fund Age
7 yrs 1 mo
3 yrs 2 mo
AUM
₹2.48 Cr
₹171.55 Cr
Alpha – 1 Year
−5.95%
12.58%
Alpha – 3 Years
−4.21%
6.23%
Information Ratio – 3 Years
-1.27
0.82
Volatility – 1 Year
17.16%
24.39%
Volatility – 3 Years
14.17%
21.61%
Beta – 1 Year
0.98
1.30
Beta – 3 Years
0.90
1.25
Sharpe Ratio – 1 Year
-0.29
0.55
Sharpe Ratio – 3 Years
0.17
0.70
Worst Rolling Year
5.24%
18.30%
Value at Worst Rolling Year
₹1.05 Cr
₹1.18 Cr
Deepest Drawdown
−16.54%
−26.88%
Recovery Period
Not yet recovered
487 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.29%
19.41%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 92% · M 4%
L 4% · M 4% · S 88%
Number of Stocks
26
82
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%
IIFL Finance Ltd · 3.93%
JK Tyre & Industries Ltd · 3.53%
Landmark Cars Ltd · 3.00%
Redington Ltd · 3.00%
Biocon Ltd · 2.94%
Top Sectors
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
—
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%