Portfolio Management Services (PMS)Compare Schemes
Citrus -Sector Leaders Fund vs MoneyGrow Asset--Bespoke
Add SchemeGrowth of ₹1 Crore
Citrus -Sector Leaders Fund
MoneyGrow Asset--Bespoke
Return for the risk
3 yrs return
5%
10%
15%
20%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.91%
4.54%
6 Months
4.40%
22.22%
1 Year
7.01%
18.30%
3 Years
10.97%
15.67%
5 Years
—
—
Since Inception
10.85%
20.11%
Fund Age
3 yrs
3 yrs 4 mo
AUM
₹47.29 Cr
₹135.39 Cr
Alpha – 1 Year
7.36%
11.45%
Alpha – 3 Years
1.97%
4.63%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
34.13%
Volatility – 3 Years
—
22.86%
Beta – 1 Year
—
2.68
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.49
Sharpe Ratio – 3 Years
—
0.52
Worst Rolling Year
—
12.96%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
—
−27.31%
Recovery Period
—
77 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.16%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 76% · M 4% · S 18%
—
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%
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Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%