Portfolio Management Services (PMS)Compare Schemes
Citrus -Sector Leaders Fund vs HDFC - All Cap Portfolio - DPMS
Add SchemeReturn for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.91%
−1.12%
6 Months
4.40%
−0.35%
1 Year
7.01%
−1.07%
3 Years
10.97%
9.62%
5 Years
—
—
Since Inception
10.85%
13.16%
Fund Age
3 yrs
4 yrs 2 mo
AUM
₹47.29 Cr
₹52.82 Cr
Alpha – 1 Year
7.36%
−5.79%
Alpha – 3 Years
1.97%
−2.47%
Information Ratio – 3 Years
—
-0.56
Volatility – 1 Year
—
17.26%
Volatility – 3 Years
—
15.97%
Beta – 1 Year
—
0.98
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
—
-0.29
Sharpe Ratio – 3 Years
—
0.28
Worst Rolling Year
—
9.59%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
—
−18.05%
Recovery Period
—
131 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.96%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 76% · M 4% · S 18%
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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%
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Top Sectors
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—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%