Portfolio Management Services (PMS)Compare Schemes
Citrus -Sector Leaders Fund vs HDFC India Ascent Portfolio - DPMS
Add SchemeGrowth of ₹1 Crore
Citrus -Sector Leaders Fund
HDFC India Ascent Portfolio - DPMS
Return 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%
−1.07%
6 Months
4.40%
1.78%
1 Year
7.01%
5.40%
3 Years
10.97%
8.85%
5 Years
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Since Inception
10.85%
10.06%
Fund Age
3 yrs
3 yrs 2 mo
AUM
₹47.29 Cr
₹6 Cr
Alpha – 1 Year
7.36%
0.68%
Alpha – 3 Years
1.97%
−3.24%
Information Ratio – 3 Years
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-0.36
Volatility – 1 Year
—
19.91%
Volatility – 3 Years
—
17.03%
Beta – 1 Year
—
1.12
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
—
0.09
Sharpe Ratio – 3 Years
—
0.27
Worst Rolling Year
—
8.77%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
—
−18.84%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
10.14%
5-Year Rolling Windows Positive
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Market-Cap Mix
L 76% · M 4% · S 18%
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Number of Stocks
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Portfolio P/E
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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)
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