Portfolio Management Services (PMS)Compare Schemes
Citrus -Sector Leaders Fund vs IFM Flexicap Growth Fund
Add SchemeGrowth of ₹1 Crore
Citrus -Sector Leaders Fund
IFM Flexicap Growth Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
NIFTY 50 Total Return Index · -0.3%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
2.91%
1.96%
6 Months
4.40%
11.95%
1 Year
7.01%
7.86%
3 Years
10.97%
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5 Years
—
—
Since Inception
10.85%
0.34%
Fund Age
3 yrs
13 mo
AUM
₹47.29 Cr
₹18.23 Cr
Alpha – 1 Year
7.36%
3.14%
Alpha – 3 Years
1.97%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
25.09%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.36
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.20
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−18.22%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 76% · M 4% · S 18%
L 48% · M 3% · S 35%
Number of Stocks
—
13
Portfolio P/E
—
14.34
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%
Hindustan Zinc Ltd · 10.66%
Aditya Birla Sun Life AMC Ltd · 10.61%
Punjab National Bank · 10.46%
Mahindra & Mahindra Ltd · 9.56%
State Bank of India · 9.31%
Top Sectors
—
Financial Services · 65.83%
Metals & Mining · 10.66%
Automobile and Auto Components · 9.56%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
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