Portfolio Management Services (PMS)Compare Schemes
Citrus -Sector Leaders Fund vs Eureka signature approach
Add SchemeGrowth of ₹1 Crore
Citrus -Sector Leaders Fund
Eureka signature approach
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.91%
0.53%
6 Months
4.40%
8.20%
1 Year
7.01%
10.87%
3 Years
10.97%
16.09%
5 Years
—
14.49%
Since Inception
10.85%
9.93%
Fund Age
3 yrs
8 yrs 9 mo
AUM
₹47.29 Cr
₹64.23 Cr
Alpha – 1 Year
7.36%
7.11%
Alpha – 3 Years
1.97%
5.20%
Information Ratio – 3 Years
—
0.63
Volatility – 1 Year
—
21.13%
Volatility – 3 Years
—
19.82%
Beta – 1 Year
—
1.16
Beta – 3 Years
—
1.20
Sharpe Ratio – 1 Year
—
0.35
Sharpe Ratio – 3 Years
—
0.59
Worst Rolling Year
—
-6.69%
Value at Worst Rolling Year
—
₹0.93 Cr
Deepest Drawdown
—
−22.93%
Recovery Period
—
496 days
1-Year Rolling Windows Positive
—
90.85%
Median Rolling Year
—
19.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 76% · M 4% · S 18%
L 25% · M 25% · S 42%
Number of Stocks
—
42
Portfolio P/E
—
23.92
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%
Sansera Engineering Ltd · 3.63%
Larsen & Toubro Ltd · 3.53%
Divis Laboratories Ltd · 3.36%
Tsf Investments Ltd · 3.01%
Jio Financial Services Ltd · 2.82%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 1% / –