Portfolio Management Services (PMS)Compare Schemes
Centrum PMS - Flexi Cap vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Centrum PMS - Flexi Cap
WhiteOak Capital Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
1.04%
3.42%
6 Months
0.68%
2.89%
1 Year
4.83%
2.59%
3 Years
11.13%
10.39%
5 Years
9.90%
8.86%
Since Inception
12.28%
11.13%
Fund Age
15 yrs 2 mo
5 yrs 6 mo
AUM
₹29.37 Cr
₹63.54 Cr
Alpha – 1 Year
0.11%
−0.39%
Alpha – 3 Years
−0.96%
−1.50%
Information Ratio – 3 Years
-0.05
-0.34
Volatility – 1 Year
19.36%
16.68%
Volatility – 3 Years
17.04%
13.79%
Beta – 1 Year
1.09
0.95
Beta – 3 Years
1.00
0.88
Sharpe Ratio – 1 Year
0.06
-0.09
Sharpe Ratio – 3 Years
0.43
0.40
Worst Rolling Year
-9.48%
6.98%
Value at Worst Rolling Year
₹0.91 Cr
₹1.07 Cr
Deepest Drawdown
−20.50%
−15.31%
Recovery Period
315 days
227 days
1-Year Rolling Windows Positive
93.37%
100.00%
Median Rolling Year
15.70%
12.50%
5-Year Rolling Windows Positive
98.37%
100.00%
Market-Cap Mix
L 58% · M 7% · S 23%
L 69% · M 25% · S 5%
Number of Stocks
23
40
Portfolio P/E
35.03
30.67
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%
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 · 30.17%
Services · 12.70%
Capital Goods · 9.86%
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
0% / 0% / 0%