Portfolio Management Services (PMS)Compare Schemes
Citrus -Sector Leaders Fund vs IFM Alphaedge Growth Fund
Add SchemeGrowth of ₹1 Crore
Citrus -Sector Leaders Fund
IFM Alphaedge Growth Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.91%
1.32%
6 Months
4.40%
7.54%
1 Year
7.01%
8.20%
3 Years
10.97%
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5 Years
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—
Since Inception
10.85%
2.83%
Fund Age
3 yrs
14 mo
AUM
₹47.29 Cr
₹18.5 Cr
Alpha – 1 Year
7.36%
3.48%
Alpha – 3 Years
1.97%
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Information Ratio – 3 Years
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—
Volatility – 1 Year
—
18.53%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.05
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.23
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−14.67%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
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Market-Cap Mix
L 76% · M 4% · S 18%
L 47% · M 18% · S 29%
Number of Stocks
—
15
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%
Bandhan Small Cap Fund - Direct (G) · 20.24%
HDFC Flexi Cap Fund - Direct (G) · 18.90%
Invesco India Smal Cap Fund - Direct (G) · 15.52%
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G) · 12.88%
ICICI Pru Nifty Bank ETF · 8.59%
Top Sectors
—
Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Fixed Fee
2.50% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
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