Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Build to Last vs SVAN Velocity
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Build to Last
SVAN Velocity
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.04%
3.40%
6 Months
−3.71%
21.77%
1 Year
−1.23%
16.05%
3 Years
7.88%
23.24%
5 Years
5.71%
—
Since Inception
9.28%
24.82%
Fund Age
7 yrs 1 mo
3 yrs 1 mo
AUM
₹2.48 Cr
₹415.03 Cr
Alpha – 1 Year
−5.95%
11.33%
Alpha – 3 Years
−4.21%
11.15%
Information Ratio – 3 Years
-1.27
0.72
Volatility – 1 Year
17.16%
25.50%
Volatility – 3 Years
14.17%
24.35%
Beta – 1 Year
0.98
1.34
Beta – 3 Years
0.90
1.27
Sharpe Ratio – 1 Year
-0.29
0.50
Sharpe Ratio – 3 Years
0.17
0.77
Worst Rolling Year
5.24%
23.24%
Value at Worst Rolling Year
₹1.05 Cr
₹1.23 Cr
Deepest Drawdown
−16.54%
−25.33%
Recovery Period
Not yet recovered
104 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.29%
24.73%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 92% · M 4%
M 2% · S 95%
Number of Stocks
26
—
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%
V2 Retail Ltd · 4.95%
Caplin Point Laboratories Ltd · 3.58%
Indo Count Industries Ltd · 3.48%
HEG Ltd · 3.28%
CEAT Ltd · 3.21%
Top Sectors
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
—
Fixed Fee
1.75% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / – / –