Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Build to Last vs Tamohara - Q Strategy
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Build to Last
Tamohara - Q Strategy
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%
−0.46%
6 Months
−3.71%
6.77%
1 Year
−1.23%
7.38%
3 Years
7.88%
9.03%
5 Years
5.71%
—
Since Inception
9.28%
10.29%
Fund Age
7 yrs 1 mo
4 yrs 2 mo
AUM
₹2.48 Cr
₹9.69 Cr
Alpha – 1 Year
−5.95%
7.73%
Alpha – 3 Years
−4.21%
0.04%
Information Ratio – 3 Years
-1.27
0.09
Volatility – 1 Year
17.16%
17.08%
Volatility – 3 Years
14.17%
16.18%
Beta – 1 Year
0.98
0.95
Beta – 3 Years
0.90
1.08
Sharpe Ratio – 1 Year
-0.29
0.20
Sharpe Ratio – 3 Years
0.17
0.33
Worst Rolling Year
5.24%
7.39%
Value at Worst Rolling Year
₹1.05 Cr
₹1.07 Cr
Deepest Drawdown
−16.54%
−24.88%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.29%
9.85%
5-Year Rolling Windows Positive
100.00%
—
Market-Cap Mix
L 92% · M 4%
L 41% · M 53%
Number of Stocks
26
22
Portfolio P/E
29.84
44.95
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%
Hero MotoCorp Ltd · 4.91%
Eicher Motors Ltd · 4.84%
Sun Pharmaceutical Industries Ltd · 4.82%
Pidilite Industries Ltd · 4.82%
Oracle Financial Services Software Ltd · 4.77%
Top Sectors
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Automobile and Auto Components · 19.25%
Healthcare · 17.26%
Fast Moving Consumer Goods · 13.44%
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –