Portfolio Management Services (PMS)Compare Schemes
Citrus -Sector Leaders Fund vs Omni Strategic Defence
Add SchemeGrowth of ₹1 Crore
Citrus -Sector Leaders Fund
Omni Strategic Defence
1 Month
2.91%
−1.11%
6 Months
4.40%
2.28%
1 Year
7.01%
—
3 Years
10.97%
—
5 Years
—
—
Since Inception
10.85%
−1.18%
Fund Age
3 yrs
8 mo
AUM
₹47.29 Cr
₹0.5 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
—
—
Market-Cap Mix
L 76% · M 4% · S 18%
L 38% · M 18% · S 42%
Number of Stocks
—
17
Portfolio P/E
—
21.62
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%
Bharat Heavy Electricals Ltd · 10.00%
NHPC Ltd · 10.00%
Gateway Distriparks Ltd · 10.00%
Larsen & Toubro Ltd · 10.00%
State Bank of India · 10.00%
Top Sectors
—
Capital Goods · 38.00%
Services · 16.00%
Information Technology · 12.00%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%