Portfolio Management Services (PMS)Compare Schemes
BB Micro To Mega vs Citrus -Sector Leaders Fund
Add SchemeGrowth of ₹1 Crore
BB Micro To Mega
Citrus -Sector Leaders Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
Nifty 500 · 3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.50%
2.91%
6 Months
10.26%
4.40%
1 Year
20.10%
7.01%
3 Years
—
10.97%
5 Years
—
—
Since Inception
21.53%
10.85%
Fund Age
18 mo
3 yrs
AUM
₹79.16 Cr
₹47.29 Cr
Alpha – 1 Year
17.12%
7.36%
Alpha – 3 Years
—
1.97%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
19.38%
—
Volatility – 3 Years
—
—
Beta – 1 Year
0.85
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.76
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−14.77%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 8% · M 7% · S 61%
L 76% · M 4% · S 18%
Number of Stocks
66
—
Portfolio P/E
52.54
—
Top 5 Holdings
Bajaj Finserv Nifty 1D Rate Liquid ETF - Growth · 10.53%
Cash & Cash Equivalent · 8.45%
Welspun Corp Ltd · 4.44%
Venus Remedies Ltd · 4.32%
E2E Networks Ltd · 3.77%
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
Capital Goods · 29.02%
Healthcare · 8.51%
Information Technology · 7.65%
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Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
3% / 2% / 1%
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