Portfolio Management Services (PMS)Compare Schemes
Citrus -Sector Leaders Fund vs JM-Apex
Add SchemeGrowth of ₹1 Crore
Citrus -Sector Leaders Fund
JM-Apex
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.91%
5.10%
6 Months
4.40%
17.39%
1 Year
7.01%
20.93%
3 Years
10.97%
17.01%
5 Years
—
—
Since Inception
10.85%
19.54%
Fund Age
3 yrs
3 yrs 6 mo
AUM
₹47.29 Cr
₹615.02 Cr
Alpha – 1 Year
7.36%
16.21%
Alpha – 3 Years
1.97%
4.92%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
19.36%
Volatility – 3 Years
—
18.51%
Beta – 1 Year
—
1.01
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.81
Sharpe Ratio – 3 Years
—
0.72
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−14.79%
Recovery Period
—
45 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 76% · M 4% · S 18%
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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%
CG Power & Industrial Solutions Ltd · 0.00%
E2E Networks Ltd · 0.00%
Polycab India Ltd · 0.00%
Angel One Ltd · 0.00%
Knowledge Marine & Engineering Works Ltd · 0.00%
Top Sectors
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—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 0%