Portfolio Management Services (PMS)Compare Schemes
Citrus -Sector Leaders Fund vs NARNOLIA FUSION OPPORTUNITY STRATEGY
Add SchemeGrowth of ₹1 Crore
Citrus -Sector Leaders Fund
NARNOLIA FUSION OPPORTUNITY STRATEGY
Return for the risk
3 yrs return
5%
10%
15%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.91%
2.32%
6 Months
4.40%
15.18%
1 Year
7.01%
5.18%
3 Years
10.97%
8.86%
5 Years
—
—
Since Inception
10.85%
14.74%
Fund Age
3 yrs
3 yrs 11 mo
AUM
₹47.29 Cr
₹36.85 Cr
Alpha – 1 Year
7.36%
5.53%
Alpha – 3 Years
1.97%
−0.14%
Information Ratio – 3 Years
—
0.00
Volatility – 1 Year
—
17.33%
Volatility – 3 Years
—
18.22%
Beta – 1 Year
—
0.72
Beta – 3 Years
—
0.66
Sharpe Ratio – 1 Year
—
0.08
Sharpe Ratio – 3 Years
—
0.27
Worst Rolling Year
—
8.86%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
—
−35.06%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.26%
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%
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%