PMS · Equity · Large Cap
Centrum PMS - Build to Last
Fund size₹2 Cr
Alpha (3Y)−4.15%
3Y return7.88%
Fund age7 yrs 1 mo
Fund Manager
Growth of₹Cr
Centrum PMS Build to Last
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Centrum PMS Build to Last | −7.23% | −1.23% | −0.50% | 7.88% | 5.71% | 9.28% |
| Nifty 500 | −1.02% | 4.72% | −0.11% | 12.09% | 10.90% | 15.41% |
| Excess over benchmark | −6.21% | −5.95% | −0.39% | −4.21% | −5.19% | −6.13% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
14.17%
Benchmark approx 14.77%
A standard deviation reflecting historical swings.
Sensitivity
0.90
Beta vs benchmark 1.00 · 10% less reactive
How strongly the scheme moves with the index.
Risk-reward
0.17
Sharpe
Excess return gained per unit of volatility.
Capture ratio
82 / 101
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −16.54% from its 20 Nov 2025 peak to a 31 Mar 2026 trough. It has not yet recovered.
Max drawdowns
−16.54%
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 20 Nov 2025 | 31 Mar 2026 | −16.54% | 131 days | – | – |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |
Scheme
Peak20 Nov 2025
Trough31 Mar 2026
Depth−16.54%
Fell over131 days
Recovered–
Recovery took–
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Stocks
26
P/E ratio
29.84
P/B ratio
4.49
Dividend yield
0.58%
Avg market cap
₹5.02 L Cr
Median market cap
₹4.06 L Cr
Asset class
Equity
Market cap
Large cap92.41%
Mid cap4.17%
Small cap
Cash & others
Fees
A fixed plan is cheaper when returns are strong.
FixedPlan A · SimpleFixed Management Fee1.75% / yr
Performance FeeNone
Hurdle RateNot applicable
No exit load. Lock-in: Nil.
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