Portfolio Management Services (PMS)Compare Schemes
Citrus -Sector Leaders Fund vs Incred Focused Healthcare Portfolio
Add SchemeGrowth of ₹1 Crore
Citrus -Sector Leaders Fund
Incred Focused Healthcare Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.91%
4.05%
6 Months
4.40%
6.73%
1 Year
7.01%
−2.26%
3 Years
10.97%
32.06%
5 Years
—
—
Since Inception
10.85%
37.04%
Fund Age
3 yrs
3 yrs
AUM
₹47.29 Cr
₹174.65 Cr
Alpha – 1 Year
7.36%
−5.24%
Alpha – 3 Years
1.97%
20.17%
Information Ratio – 3 Years
—
0.81
Volatility – 1 Year
—
26.32%
Volatility – 3 Years
—
22.60%
Beta – 1 Year
—
1.14
Beta – 3 Years
—
0.69
Sharpe Ratio – 1 Year
—
-0.17
Sharpe Ratio – 3 Years
—
1.11
Worst Rolling Year
—
32.07%
Value at Worst Rolling Year
—
₹1.32 Cr
Deepest Drawdown
—
−30.55%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
33.22%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 76% · M 4% · S 18%
—
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%
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%