Portfolio Management Services (PMS)Compare Schemes
Citrus -Sector Leaders Fund vs Monarch Wealth Creator Fund
Add SchemeGrowth of ₹1 Crore
Citrus -Sector Leaders Fund
Monarch Wealth Creator Fund
1 Month
2.91%
2.85%
6 Months
4.40%
12.32%
1 Year
7.01%
—
3 Years
10.97%
—
5 Years
—
—
Since Inception
10.85%
13.81%
Fund Age
3 yrs
8 mo
AUM
₹47.29 Cr
₹279.09 Cr
Alpha – 1 Year
7.36%
—
Alpha – 3 Years
1.97%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
—
Volatility – 3 Years
—
—
Beta – 1 Year
—
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
—
Sharpe Ratio – 3 Years
—
—
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
—
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Market-Cap Mix
L 76% · M 4% · S 18%
L 35% · M 34% · S 23%
Number of Stocks
—
40
Portfolio P/E
—
19.53
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%
Mazagon Dock Shipbuilders Ltd · 13.42%
Bank of Baroda · 7.93%
Cash & Cash Equivalent · 6.62%
NMDC Ltd · 5.37%
Adani Enterprises Ltd · 5.31%
Top Sectors
—
Financial Services · 24.00%
Capital Goods · 22.64%
Metals & Mining · 19.08%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0.5% / 0.5% / 0%