Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Build to Last vs White Oak - India Pioneers Equity
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Build to Last
White Oak - India Pioneers Equity
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.04%
3.26%
6 Months
−3.71%
4.03%
1 Year
−1.23%
0.70%
3 Years
7.88%
10.01%
5 Years
5.71%
8.40%
Since Inception
9.28%
14.84%
Fund Age
7 yrs 1 mo
7 yrs 10 mo
AUM
₹2.48 Cr
₹2,937.84 Cr
Alpha – 1 Year
−5.95%
−2.28%
Alpha – 3 Years
−4.21%
−1.88%
Information Ratio – 3 Years
-1.27
-0.37
Volatility – 1 Year
17.16%
17.90%
Volatility – 3 Years
14.17%
14.65%
Beta – 1 Year
0.98
1.00
Beta – 3 Years
0.90
0.93
Sharpe Ratio – 1 Year
-0.29
-0.18
Sharpe Ratio – 3 Years
0.17
0.35
Worst Rolling Year
5.24%
7.25%
Value at Worst Rolling Year
₹1.05 Cr
₹1.07 Cr
Deepest Drawdown
−16.54%
−18.24%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.29%
15.22%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 92% · M 4%
L 58% · M 15% · S 26%
Number of Stocks
26
71
Portfolio P/E
29.84
31.77
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%
ICICI Bank Ltd · 9.47%
HDFC Bank Ltd · 6.47%
Bharti Airtel Ltd · 4.87%
State Bank of India · 3.89%
Reliance Industries Ltd · 3.29%
Top Sectors
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Financial Services · 36.31%
Healthcare · 11.39%
Capital Goods · 6.47%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
0% / 0% / 0%