Portfolio Management Services (PMS)Compare Schemes
Citrus -Sector Leaders Fund vs Invesco - Challengers
Add SchemeGrowth of ₹1 Crore
Citrus -Sector Leaders Fund
Invesco - Challengers
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.91%
1.41%
6 Months
4.40%
13.18%
1 Year
7.01%
2.91%
3 Years
10.97%
14.27%
5 Years
—
—
Since Inception
10.85%
11.83%
Fund Age
3 yrs
4 yrs 11 mo
AUM
₹47.29 Cr
₹31.01 Cr
Alpha – 1 Year
7.36%
−1.81%
Alpha – 3 Years
1.97%
2.18%
Information Ratio – 3 Years
—
0.24
Volatility – 1 Year
—
18.67%
Volatility – 3 Years
—
17.11%
Beta – 1 Year
—
0.97
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
—
-0.04
Sharpe Ratio – 3 Years
—
0.56
Worst Rolling Year
—
12.64%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
—
−24.73%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.60%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 76% · M 4% · S 18%
L 37% · M 30% · S 33%
Number of Stocks
—
26
Portfolio P/E
—
54.84
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%
Bharti Airtel Ltd · 8.21%
ICICI Bank Ltd · 7.23%
TVS Motor Company Ltd · 5.81%
Sedemac Mechatronics Ltd · 5.23%
Aditya Vision Ltd · 4.93%
Top Sectors
—
Financial Services · 30.23%
Automobile and Auto Components · 14.75%
Healthcare · 12.69%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
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