Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Build to Last vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Build to Last
WhiteOak Capital Business Leaders
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%
3.42%
6 Months
−3.71%
2.89%
1 Year
−1.23%
2.59%
3 Years
7.88%
10.39%
5 Years
5.71%
8.86%
Since Inception
9.28%
11.13%
Fund Age
7 yrs 1 mo
5 yrs 6 mo
AUM
₹2.48 Cr
₹63.54 Cr
Alpha – 1 Year
−5.95%
−0.39%
Alpha – 3 Years
−4.21%
−1.50%
Information Ratio – 3 Years
-1.27
-0.34
Volatility – 1 Year
17.16%
16.68%
Volatility – 3 Years
14.17%
13.79%
Beta – 1 Year
0.98
0.95
Beta – 3 Years
0.90
0.88
Sharpe Ratio – 1 Year
-0.29
-0.09
Sharpe Ratio – 3 Years
0.17
0.40
Worst Rolling Year
5.24%
6.98%
Value at Worst Rolling Year
₹1.05 Cr
₹1.07 Cr
Deepest Drawdown
−16.54%
−15.31%
Recovery Period
Not yet recovered
227 days
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
11.29%
12.50%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
L 92% · M 4%
L 69% · M 25% · S 5%
Number of Stocks
26
40
Portfolio P/E
29.84
30.67
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 · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
Financial Services · 24.30%
Capital Goods · 11.53%
Automobile and Auto Components · 11.45%
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
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%