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Portfolio Management Services (PMS)
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Alchemy - Leaders of Tomorrow vs Citrus -Sector Leaders Fund
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Alchemy - Leaders of Tomorrow
Citrus -Sector Leaders Fund
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Overview
1 Month
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2.91%
6 Months
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4.40%
1 Year
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7.01%
3 Years
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10.97%
5 Years
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Since Inception
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10.85%
Fund Age
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3 yrs
AUM
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₹47.29 Cr
Outerperformance
Alpha – 1 Year
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7.36%
Alpha – 3 Years
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1.97%
Information Ratio – 3 Years
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Risk Ratios
Volatility – 1 Year
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Volatility – 3 Years
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Beta – 1 Year
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Beta – 3 Years
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Sharpe Ratio – 1 Year
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Sharpe Ratio – 3 Years
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Worst Rolling Year
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Value at Worst Rolling Year
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Deepest Drawdown
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Recovery Period
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Consistency
1-Year Rolling Windows Positive
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Median Rolling Year
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5-Year Rolling Windows Positive
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Portfolio
Market-Cap Mix
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L 76% · M 4% · S 18%
Number of Stocks
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Portfolio P/E
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Top 5 Holdings
Avalon Technologies Ltd · 7.05%
BSE Ltd · 6.06%
Dixon Technologies (India) Ltd · 6.03%
Multi Commodity Exchange of India Ltd · 5.52%
KDDL Ltd · 5.29%
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
Financial Services · 26.68%
Capital Goods · 19.55%
Consumer Durables · 13.22%
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Fees
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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