Portfolio Management Services (PMS)Compare Schemes
Citrus -Sector Leaders Fund vs Maxiom PMS - GEM Quality-Momentum Strategy Portfolio
Add SchemeReturn for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.91%
6.23%
6 Months
4.40%
22.18%
1 Year
7.01%
12.29%
3 Years
10.97%
6.28%
5 Years
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—
Since Inception
10.85%
6.20%
Fund Age
3 yrs
3 yrs 4 mo
AUM
₹47.29 Cr
₹5.13 Cr
Alpha – 1 Year
7.36%
12.64%
Alpha – 3 Years
1.97%
−2.71%
Information Ratio – 3 Years
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—
Volatility – 1 Year
—
22.31%
Volatility – 3 Years
—
—
Beta – 1 Year
—
0.71
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.38
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
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—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 76% · M 4% · S 18%
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Number of Stocks
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25
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%
Welspun Corp Ltd · 3.87%
Acutaas Chemicals Ltd · 3.87%
Lloyds Engineering Works Ltd · 3.87%
Black Box Ltd · 3.87%
Bajaj Consumer Care Ltd · 3.87%
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)
—
0% / 0% / 0%