Portfolio Management Services (PMS)Compare Schemes
Citrus -Sector Leaders Fund vs Estee-I-Alpha
Add SchemeGrowth of ₹1 Crore
Citrus -Sector Leaders Fund
Estee-I-Alpha
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
Volatility • 3 yrs deviation
1 Month
2.91%
−0.25%
6 Months
4.40%
3.36%
1 Year
7.01%
7.71%
3 Years
10.97%
10.42%
5 Years
—
9.09%
Since Inception
10.85%
10.42%
Fund Age
3 yrs
16 yrs 11 mo
AUM
₹47.29 Cr
₹257.93 Cr
Alpha – 1 Year
7.36%
0.40%
Alpha – 3 Years
1.97%
2.97%
Information Ratio – 3 Years
—
2.62
Volatility – 1 Year
—
1.99%
Volatility – 3 Years
—
1.94%
Beta – 1 Year
—
0.35
Beta – 3 Years
—
0.35
Sharpe Ratio – 1 Year
—
1.45
Sharpe Ratio – 3 Years
—
3.79
Worst Rolling Year
—
7.00%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
11.56%
5-Year Rolling Windows Positive
—
100.00%
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%
HDFC Bank Ltd · 5.03%
ICICI Bank Ltd · 3.21%
Kotak Mahindra Bank Ltd · 1.04%
IndusInd Bank Ltd · 0.97%
SBI · 0.72%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%