Portfolio Management Services (PMS)Compare Schemes
Citrus -Sector Leaders Fund vs JM Financial - The Opportunistic
Add SchemeGrowth of ₹1 Crore
Citrus -Sector Leaders Fund
JM Financial - The Opportunistic
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
0%
10%
Volatility • 3 yrs deviation
1 Month
2.91%
2.65%
6 Months
4.40%
21.60%
1 Year
7.01%
21.16%
3 Years
10.97%
24.80%
5 Years
—
17.88%
Since Inception
10.85%
9.69%
Fund Age
3 yrs
9 yrs 2 mo
AUM
₹47.29 Cr
₹10.09 Cr
Alpha – 1 Year
7.36%
18.18%
Alpha – 3 Years
1.97%
12.91%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
1.87%
Volatility – 3 Years
—
1.87%
Beta – 1 Year
—
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
16.58
Sharpe Ratio – 3 Years
—
16.58
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 76% · M 4% · S 18%
L 33% · M 13% · S 49%
Number of Stocks
—
22
Portfolio P/E
—
38.25
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
—
Capital Goods · 32.11%
Healthcare · 18.52%
Financial Services · 17.96%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 0%