Portfolio Management Services (PMS)Compare Schemes
Citrus -Index plus Fund vs Wealth Managers - Focused Leadership Portfolio
Add SchemeGrowth of ₹1 Crore
Citrus -Index plus Fund
Wealth Managers - Focused Leadership Portfolio
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.83%
4.79%
6 Months
1.03%
13.10%
1 Year
5.08%
18.11%
3 Years
—
14.56%
5 Years
—
8.71%
Since Inception
2.08%
13.67%
Fund Age
2 yrs 3 mo
11 yrs 2 mo
AUM
₹2.33 Cr
₹138.06 Cr
Alpha – 1 Year
5.43%
18.46%
Alpha – 3 Years
—
5.57%
Information Ratio – 3 Years
—
0.62
Volatility – 1 Year
—
22.83%
Volatility – 3 Years
—
16.72%
Beta – 1 Year
—
1.29
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
—
0.61
Sharpe Ratio – 3 Years
—
0.55
Worst Rolling Year
—
-8.44%
Value at Worst Rolling Year
—
₹0.92 Cr
Deepest Drawdown
—
−17.10%
Recovery Period
—
115 days
1-Year Rolling Windows Positive
—
92.53%
Median Rolling Year
—
13.06%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 55% · M 24% · S 14%
L 38% · M 14% · S 45%
Number of Stocks
—
18
Portfolio P/E
—
38.70
Top 5 Holdings
Nippon India ETF Nifty 50 BeES · 35.21%
Motilal Oswal Nifty Midcap 150 Index Fund-Dir (G) · 16.07%
Motilal Oswal Nifty Smallcap 250 Index Fund-Dir(G) · 10.40%
Nippon India ETF Nifty IT · 6.11%
ICICI Pru Nifty Healthcare ETF · 5.17%
Laurus Labs Ltd · 8.84%
State Bank of India · 8.57%
HDFC Bank Ltd · 7.72%
Bajaj Finance Ltd · 7.61%
Manorama Industries Ltd · 6.88%
Top Sectors
—
Financial Services · 34.00%
Capital Goods · 20.95%
Fast Moving Consumer Goods · 19.35%
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
2% of profit
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%