Portfolio Management Services (PMS)Compare Schemes
Citrus -Sector Leaders Fund vs Omni Super Debt
Add SchemeGrowth of ₹1 Crore
Citrus -Sector Leaders Fund
Omni Super Debt
1 Month
2.91%
2.38%
6 Months
4.40%
6.85%
1 Year
7.01%
—
3 Years
10.97%
—
5 Years
—
—
Since Inception
10.85%
4.44%
Fund Age
3 yrs
8 mo
AUM
₹47.29 Cr
₹0.03 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%
—
Number of Stocks
—
4
Portfolio P/E
—
46.60
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%
Powergrid Infrastructure Investment Trust · 25.00%
LIC MF Nifty 8-13 yr G-Sec ETF · 25.00%
BHARAT Bond ETF - April 2033 · 25.00%
Nippon India ETF Nifty 8-13 yr G-Sec Long Term Gilt · 25.00%
Top Sectors
—
Government · 42.79%
Power · 28.89%
Financial Services · 13.83%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%