Portfolio Management Services (PMS)Compare Schemes
Citrus -Sector Leaders Fund vs Hanut - Fundamental Quant
Add SchemeGrowth of ₹1 Crore
Citrus -Sector Leaders Fund
Hanut - Fundamental Quant
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.91%
3.57%
6 Months
4.40%
13.27%
1 Year
7.01%
19.25%
3 Years
10.97%
19.26%
5 Years
—
12.69%
Since Inception
10.85%
18.49%
Fund Age
3 yrs
7 yrs 3 mo
AUM
₹47.29 Cr
₹40.18 Cr
Alpha – 1 Year
7.36%
14.53%
Alpha – 3 Years
1.97%
7.17%
Information Ratio – 3 Years
—
0.70
Volatility – 1 Year
—
26.49%
Volatility – 3 Years
—
18.75%
Beta – 1 Year
—
1.37
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
—
0.59
Sharpe Ratio – 3 Years
—
0.71
Worst Rolling Year
—
12.14%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
—
−15.45%
Recovery Period
—
24 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
20.15%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 76% · M 4% · S 18%
L 13% · M 41% · S 44%
Number of Stocks
—
36
Portfolio P/E
—
41.94
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%
Netweb Technologies India Ltd · 6.67%
Multi Commodity Exchange of India Ltd · 5.86%
GE Vernova T&D India Ltd · 5.56%
National Aluminium Company Ltd · 5.33%
Data Patterns (India) Ltd · 4.35%
Top Sectors
—
Financial Services · 35.90%
Capital Goods · 24.06%
Realty · 10.12%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%