Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Build to Last vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Build to Last
Tamohara - TRUFFLE
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%
8.72%
6 Months
−3.71%
28.59%
1 Year
−1.23%
28.02%
3 Years
7.88%
18.67%
5 Years
5.71%
17.18%
Since Inception
9.28%
20.03%
Fund Age
7 yrs 1 mo
5 yrs 4 mo
AUM
₹2.48 Cr
₹221.27 Cr
Alpha – 1 Year
−5.95%
28.37%
Alpha – 3 Years
−4.21%
9.68%
Information Ratio – 3 Years
-1.27
0.87
Volatility – 1 Year
17.16%
22.32%
Volatility – 3 Years
14.17%
17.88%
Beta – 1 Year
0.98
1.03
Beta – 3 Years
0.90
0.95
Sharpe Ratio – 1 Year
-0.29
0.99
Sharpe Ratio – 3 Years
0.17
0.81
Worst Rolling Year
5.24%
13.69%
Value at Worst Rolling Year
₹1.05 Cr
₹1.14 Cr
Deepest Drawdown
−16.54%
−20.50%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.29%
18.30%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 92% · M 4%
L 19% · M 4% · S 74%
Number of Stocks
26
29
Portfolio P/E
29.84
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / – / –