Portfolio Management Services (PMS)Compare Schemes
Citrus -Sector Leaders Fund vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
Citrus -Sector Leaders Fund
Karma Capital Lotus
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%
2.20%
6 Months
4.40%
9.70%
1 Year
7.01%
10.00%
3 Years
10.97%
17.10%
5 Years
—
—
Since Inception
10.85%
23.10%
Fund Age
3 yrs
3 yrs 6 mo
AUM
₹47.29 Cr
₹24.16 Cr
Alpha – 1 Year
7.36%
5.30%
Alpha – 3 Years
1.97%
5.00%
Information Ratio – 3 Years
—
0.96
Volatility – 1 Year
—
16.88%
Volatility – 3 Years
—
15.62%
Beta – 1 Year
—
0.95
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
—
0.34
Sharpe Ratio – 3 Years
—
0.81
Worst Rolling Year
—
16.97%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
—
−19.30%
Recovery Period
—
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.82%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 76% · M 4% · S 18%
L 16% · M 17% · S 63%
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%
Alivus Life Sciences Ltd · 5.40%
Nuvama Wealth Management Ltd · 5.00%
Narayana Hrudayalaya Ltd · 5.00%
Sagility Ltd · 4.70%
Gujarat Pipavav Port Ltd · 4.70%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –