Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Build to Last vs White Oak India Select Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Build to Last
White Oak India Select Equity 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%
4.84%
6 Months
−3.71%
7.61%
1 Year
−1.23%
−0.76%
3 Years
7.88%
11.28%
5 Years
5.71%
9.58%
Since Inception
9.28%
11.67%
Fund Age
7 yrs 1 mo
7 yrs 11 mo
AUM
₹2.48 Cr
₹12.5 Cr
Alpha – 1 Year
−5.95%
−3.74%
Alpha – 3 Years
−4.21%
−0.61%
Information Ratio – 3 Years
-1.27
-0.06
Volatility – 1 Year
17.16%
20.02%
Volatility – 3 Years
14.17%
16.21%
Beta – 1 Year
0.98
1.05
Beta – 3 Years
0.90
0.91
Sharpe Ratio – 1 Year
-0.29
-0.22
Sharpe Ratio – 3 Years
0.17
0.41
Worst Rolling Year
5.24%
8.66%
Value at Worst Rolling Year
₹1.05 Cr
₹1.09 Cr
Deepest Drawdown
−16.54%
−24.66%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.29%
14.96%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 92% · M 4%
L 36% · M 30% · S 35%
Number of Stocks
26
15
Portfolio P/E
29.84
35.71
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 · 9.52%
Bharti Airtel Ltd · 8.45%
Elgi Equipments Ltd · 8.08%
Computer Age Management Services Ltd · 8.00%
AIA Engineering Ltd · 7.72%
Top Sectors
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Financial Services · 40.99%
Capital Goods · 22.53%
Telecommunication · 8.45%
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%