Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Build to Last vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Build to Last
Wealth Managers - Focused Leadership Portfolio
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%
4.79%
6 Months
−3.71%
13.10%
1 Year
−1.23%
18.11%
3 Years
7.88%
14.56%
5 Years
5.71%
8.71%
Since Inception
9.28%
13.67%
Fund Age
7 yrs 1 mo
11 yrs 2 mo
AUM
₹2.48 Cr
₹138.06 Cr
Alpha – 1 Year
−5.95%
18.46%
Alpha – 3 Years
−4.21%
5.57%
Information Ratio – 3 Years
-1.27
0.62
Volatility – 1 Year
17.16%
22.83%
Volatility – 3 Years
14.17%
16.72%
Beta – 1 Year
0.98
1.29
Beta – 3 Years
0.90
1.00
Sharpe Ratio – 1 Year
-0.29
0.61
Sharpe Ratio – 3 Years
0.17
0.55
Worst Rolling Year
5.24%
-8.44%
Value at Worst Rolling Year
₹1.05 Cr
₹0.92 Cr
Deepest Drawdown
−16.54%
−17.10%
Recovery Period
Not yet recovered
115 days
1-Year Rolling Windows Positive
100.00%
92.53%
Median Rolling Year
11.29%
13.06%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 92% · M 4%
L 38% · M 14% · S 45%
Number of Stocks
26
18
Portfolio P/E
29.84
38.70
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%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%