Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Flexi Cap vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Flexi Cap
Karma - Wealth Builder
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.04%
4.30%
6 Months
0.68%
9.50%
1 Year
4.83%
10.30%
3 Years
11.13%
13.40%
5 Years
9.90%
13.85%
Since Inception
12.28%
12.90%
Fund Age
15 yrs 2 mo
19 yrs 8 mo
AUM
₹29.37 Cr
₹295.65 Cr
Alpha – 1 Year
0.11%
5.60%
Alpha – 3 Years
−0.96%
1.30%
Information Ratio – 3 Years
-0.05
0.46
Volatility – 1 Year
19.36%
20.18%
Volatility – 3 Years
17.04%
17.30%
Beta – 1 Year
1.09
1.09
Beta – 3 Years
1.00
1.05
Sharpe Ratio – 1 Year
0.06
0.32
Sharpe Ratio – 3 Years
0.43
0.49
Worst Rolling Year
-9.48%
-20.52%
Value at Worst Rolling Year
₹0.91 Cr
₹0.79 Cr
Deepest Drawdown
−20.50%
−12.92%
Recovery Period
315 days
Not yet recovered
1-Year Rolling Windows Positive
93.37%
82.46%
Median Rolling Year
15.70%
16.95%
5-Year Rolling Windows Positive
98.37%
98.31%
Market-Cap Mix
L 58% · M 7% · S 23%
L 21% · M 15% · S 62%
Number of Stocks
23
—
Portfolio P/E
35.03
—
Top 5 Holdings
Cash & Cash Equivalent · 17.23%
Adani Ports & Special Economic Zone Ltd · 6.28%
Shriram Finance Ltd · 5.88%
HDFC Bank Ltd · 5.22%
Eicher Motors Ltd · 4.95%
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
Top Sectors
Financial Services · 30.17%
Services · 12.70%
Capital Goods · 9.86%
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
1% / – / –