Portfolio Management Services (PMS)Compare Schemes
AMETRA - FACTORALPHA PMS vs Citrus -Sector Leaders Fund
Add SchemeGrowth of ₹1 Crore
AMETRA - FACTORALPHA PMS
Citrus -Sector Leaders Fund
Return for the risk
1 yr return
-10%
-5%
0%
5%
10%
Nifty 500 · 4.7%
0%
10%
20%
Volatility • 1 yr deviation
1 Month
−3.15%
2.91%
6 Months
−3.43%
4.40%
1 Year
−2.53%
7.01%
3 Years
—
10.97%
5 Years
—
—
Since Inception
−8.11%
10.85%
Fund Age
1 yr 10 mo
3 yrs
AUM
₹21.08 Cr
₹47.29 Cr
Alpha – 1 Year
−7.25%
7.36%
Alpha – 3 Years
—
1.97%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
13.73%
—
Volatility – 3 Years
—
—
Beta – 1 Year
0.74
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
-0.50
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−10.00%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
—
L 76% · M 4% · S 18%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
—
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
2.00% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / – / –
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