Portfolio Management Services (PMS)Compare Schemes
Alchemy Alpha 100 vs Citrus -Sector Leaders Fund
Add SchemeGrowth of ₹1 Crore
Alchemy Alpha 100
Citrus -Sector Leaders Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.71%
2.91%
6 Months
0.51%
4.40%
1 Year
12.01%
7.01%
3 Years
12.45%
10.97%
5 Years
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Since Inception
12.40%
10.85%
Fund Age
3 yrs
3 yrs
AUM
₹22.7 Cr
₹47.29 Cr
Alpha – 1 Year
12.36%
7.36%
Alpha – 3 Years
3.45%
1.97%
Information Ratio – 3 Years
0.50
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Volatility – 1 Year
19.89%
—
Volatility – 3 Years
17.57%
—
Beta – 1 Year
1.18
—
Beta – 3 Years
1.20
—
Sharpe Ratio – 1 Year
0.40
—
Sharpe Ratio – 3 Years
0.46
—
Worst Rolling Year
12.43%
—
Value at Worst Rolling Year
₹1.12 Cr
—
Deepest Drawdown
−26.54%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
100.00%
—
Median Rolling Year
12.71%
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 99%
L 76% · M 4% · S 18%
Number of Stocks
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Portfolio P/E
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Top 5 Holdings
Bajaj Finance Ltd · 5.85%
Nestle India Ltd · 5.59%
Shriram Finance Ltd · 5.54%
Apollo Hospitals Enterprise Ltd · 5.53%
Mahindra & Mahindra Ltd · 5.37%
ICICI Bank Ltd · 5.98%
Reliance Industries Ltd · 4.48%
HDFC Bank Ltd · 4.10%
Shilpa Medicare Ltd · 4.06%
Bank of Baroda · 3.98%
Top Sectors
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Fixed Fee
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2.50% / yr
Performance Fee / Plan
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Fixed Plan
Exit Load (Y1 / Y2 / Y3)
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