Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Build to Last vs Sundaram Alternate - Rising Stars
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Build to Last
Sundaram Alternate - Rising Stars
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%
7.03%
6 Months
−3.71%
31.10%
1 Year
−1.23%
52.47%
3 Years
7.88%
17.74%
5 Years
5.71%
16.38%
Since Inception
9.28%
15.58%
Fund Age
7 yrs 1 mo
16 yrs 9 mo
AUM
₹2.48 Cr
₹132.42 Cr
Alpha – 1 Year
−5.95%
47.75%
Alpha – 3 Years
−4.21%
5.65%
Information Ratio – 3 Years
-1.27
0.46
Volatility – 1 Year
17.16%
26.74%
Volatility – 3 Years
14.17%
21.32%
Beta – 1 Year
0.98
1.30
Beta – 3 Years
0.90
0.97
Sharpe Ratio – 1 Year
-0.29
1.52
Sharpe Ratio – 3 Years
0.17
0.68
Worst Rolling Year
5.24%
-15.93%
Value at Worst Rolling Year
₹1.05 Cr
₹0.84 Cr
Deepest Drawdown
−16.54%
−20.79%
Recovery Period
Not yet recovered
134 days
1-Year Rolling Windows Positive
100.00%
89.14%
Median Rolling Year
11.29%
15.32%
5-Year Rolling Windows Positive
100.00%
96.48%
Market-Cap Mix
L 92% · M 4%
M 9% · S 83%
Number of Stocks
26
26
Portfolio P/E
29.84
31.63
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%
TD Power Systems Ltd · 7.04%
Acutaas Chemicals Ltd · 6.37%
Ujjivan Small Finance Bank Ltd · 5.90%
MTAR Technologies Ltd · 5.67%
Karur Vysya Bank Ltd · 5.60%
Top Sectors
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Financial Services · 28.90%
Capital Goods · 23.57%
Healthcare · 21.13%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%