Portfolio Management Services (PMS)Compare Schemes
Citrus -Sector Leaders Fund vs Geojit - Freedom Portfolio
Add SchemeGrowth of ₹1 Crore
Citrus -Sector Leaders Fund
Geojit - Freedom Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 9%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
2.91%
2.33%
6 Months
4.40%
5.53%
1 Year
7.01%
9.60%
3 Years
10.97%
6.75%
5 Years
—
7.07%
Since Inception
10.85%
13.02%
Fund Age
3 yrs
14 yrs 9 mo
AUM
₹47.29 Cr
₹179.27 Cr
Alpha – 1 Year
7.36%
9.95%
Alpha – 3 Years
1.97%
−2.25%
Information Ratio – 3 Years
—
-0.39
Volatility – 1 Year
—
17.14%
Volatility – 3 Years
—
14.92%
Beta – 1 Year
—
1.04
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
—
0.31
Sharpe Ratio – 3 Years
—
0.15
Worst Rolling Year
—
-6.19%
Value at Worst Rolling Year
—
₹0.94 Cr
Deepest Drawdown
—
−21.15%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
95.53%
Median Rolling Year
—
12.72%
5-Year Rolling Windows Positive
—
99.15%
Market-Cap Mix
L 76% · M 4% · S 18%
L 69% · M 12% · S 15%
Number of Stocks
—
22
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%
ICICI Bank Ltd · 9.74%
Reliance Industries Ltd · 8.27%
Bharat Electronics Ltd · 6.87%
CG Power & Industrial Solutions Ltd · 5.96%
Maruti Suzuki India Ltd · 5.89%
Top Sectors
—
Financial Services · 39.93%
Capital Goods · 17.71%
Healthcare · 13.07%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
—