Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Build to Last vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Build to Last
Tulsian - PMS
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
0%
10%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.04%
2.21%
6 Months
−3.71%
21.04%
1 Year
−1.23%
21.34%
3 Years
7.88%
19.08%
5 Years
5.71%
23.67%
Since Inception
9.28%
—
Fund Age
7 yrs 1 mo
6 yrs 4 mo
AUM
₹2.48 Cr
₹364.08 Cr
Alpha – 1 Year
−5.95%
21.69%
Alpha – 3 Years
−4.21%
10.08%
Information Ratio – 3 Years
-1.27
0.52
Volatility – 1 Year
17.16%
32.28%
Volatility – 3 Years
14.17%
28.08%
Beta – 1 Year
0.98
1.47
Beta – 3 Years
0.90
1.60
Sharpe Ratio – 1 Year
-0.29
0.58
Sharpe Ratio – 3 Years
0.17
0.57
Worst Rolling Year
5.24%
15.61%
Value at Worst Rolling Year
₹1.05 Cr
₹1.16 Cr
Deepest Drawdown
−16.54%
−31.98%
Recovery Period
Not yet recovered
457 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.29%
28.21%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 92% · M 4%
L 90% · M 10%
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
—
Fixed Fee
1.75% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
3% / 2% / 1%