Portfolio Management Services (PMS)Compare Schemes
Citrus -Sector Leaders Fund vs Emkay Investments - Indias Golden Decade of Growth
Add SchemeGrowth of ₹1 Crore
Citrus -Sector Leaders Fund
Emkay Investments - Indias Golden Decade of Growth
Return for the risk
1 yr return
-5%
0%
5%
10%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.91%
2.09%
6 Months
4.40%
11.86%
1 Year
7.01%
5.85%
3 Years
10.97%
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5 Years
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Since Inception
10.85%
15.00%
Fund Age
3 yrs
2 yrs 10 mo
AUM
₹47.29 Cr
₹101.25 Cr
Alpha – 1 Year
7.36%
1.13%
Alpha – 3 Years
1.97%
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Information Ratio – 3 Years
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—
Volatility – 1 Year
—
21.08%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.15
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
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0.12
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−17.28%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
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Median Rolling Year
—
—
5-Year Rolling Windows Positive
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Market-Cap Mix
L 76% · M 4% · S 18%
L 39% · M 19% · S 43%
Number of Stocks
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Portfolio P/E
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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%
ICICI Bank Ltd · 0.00%
Eternal Ltd · 0.00%
Nippon Life India Asset Management Ltd · 0.00%
Larsen & Toubro Ltd · 0.00%
Reliance Industries Ltd · 0.00%
Top Sectors
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Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
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