Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Build to Last vs Turtle Wealth -Growth Mantra
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Build to Last
Turtle Wealth -Growth Mantra
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%
9.22%
6 Months
−3.71%
9.86%
1 Year
−1.23%
32.16%
3 Years
7.88%
19.13%
5 Years
5.71%
12.16%
Since Inception
9.28%
16.12%
Fund Age
7 yrs 1 mo
5 yrs 10 mo
AUM
₹2.48 Cr
₹170.31 Cr
Alpha – 1 Year
−5.95%
27.44%
Alpha – 3 Years
−4.21%
7.04%
Information Ratio – 3 Years
-1.27
0.58
Volatility – 1 Year
17.16%
17.07%
Volatility – 3 Years
14.17%
17.73%
Beta – 1 Year
0.98
0.65
Beta – 3 Years
0.90
0.86
Sharpe Ratio – 1 Year
-0.29
1.42
Sharpe Ratio – 3 Years
0.17
0.79
Worst Rolling Year
5.24%
0.71%
Value at Worst Rolling Year
₹1.05 Cr
₹1.01 Cr
Deepest Drawdown
−16.54%
−30.82%
Recovery Period
Not yet recovered
429 days
1-Year Rolling Windows Positive
100.00%
99.71%
Median Rolling Year
11.29%
14.29%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 92% · M 4%
L 11% · M 1% · S 72%
Number of Stocks
26
18
Portfolio P/E
29.84
52.74
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%
Cash & Cash Equivalent · 19.09%
Acutaas Chemicals Ltd · 8.69%
R R Kabel Ltd · 6.98%
Torrent Pharmaceuticals Ltd · 6.64%
TD Power Systems Ltd · 6.12%
Top Sectors
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Healthcare · 27.12%
Capital Goods · 23.87%
Financial Services · 7.33%
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%