Portfolio Management Services (PMS)Compare Schemes
Citrus -Sector Leaders Fund vs Emkay Investments - Capital Builder
Add SchemeGrowth of ₹1 Crore
Citrus -Sector Leaders Fund
Emkay Investments - Capital Builder
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.91%
1.99%
6 Months
4.40%
8.53%
1 Year
7.01%
11.64%
3 Years
10.97%
17.19%
5 Years
—
15.63%
Since Inception
10.85%
16.41%
Fund Age
3 yrs
13 yrs 4 mo
AUM
₹47.29 Cr
₹575.07 Cr
Alpha – 1 Year
7.36%
6.92%
Alpha – 3 Years
1.97%
5.10%
Information Ratio – 3 Years
—
0.78
Volatility – 1 Year
—
17.51%
Volatility – 3 Years
—
14.23%
Beta – 1 Year
—
0.92
Beta – 3 Years
—
0.84
Sharpe Ratio – 1 Year
—
0.42
Sharpe Ratio – 3 Years
—
0.84
Worst Rolling Year
—
-7.95%
Value at Worst Rolling Year
—
₹0.92 Cr
Deepest Drawdown
—
−14.61%
Recovery Period
—
122 days
1-Year Rolling Windows Positive
—
93.59%
Median Rolling Year
—
16.55%
5-Year Rolling Windows Positive
—
99.01%
Market-Cap Mix
L 76% · M 4% · S 18%
L 61% · M 15% · S 25%
Number of Stocks
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—
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%
Divis Laboratories Ltd · 8.60%
ICICI Bank Ltd · 8.10%
HDFC Bank Ltd · 7.60%
Federal Bank Ltd · 7.20%
Eternal Ltd · 6.20%
Top Sectors
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—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—