Portfolio Management Services (PMS)Compare Schemes
Citrus -Sector Leaders Fund vs Silver Arch - India Equity Portfolio
Add SchemeGrowth of ₹1 Crore
Citrus -Sector Leaders Fund
Silver Arch - India Equity Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.91%
6.91%
6 Months
4.40%
15.63%
1 Year
7.01%
20.01%
3 Years
10.97%
17.10%
5 Years
—
15.64%
Since Inception
10.85%
13.05%
Fund Age
3 yrs
8 yrs 11 mo
AUM
₹47.29 Cr
₹46.46 Cr
Alpha – 1 Year
7.36%
15.29%
Alpha – 3 Years
1.97%
5.01%
Information Ratio – 3 Years
—
0.88
Volatility – 1 Year
—
20.61%
Volatility – 3 Years
—
19.98%
Beta – 1 Year
—
0.94
Beta – 3 Years
—
1.02
Sharpe Ratio – 1 Year
—
0.73
Sharpe Ratio – 3 Years
—
0.85
Worst Rolling Year
—
-3.76%
Value at Worst Rolling Year
—
₹0.96 Cr
Deepest Drawdown
—
−27.72%
Recovery Period
—
476 days
1-Year Rolling Windows Positive
—
93.14%
Median Rolling Year
—
19.74%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 76% · M 4% · S 18%
L 27% · M 34% · S 33%
Number of Stocks
—
25
Portfolio P/E
—
41.42
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 Electronics Ltd · 6.50%
Bharat Heavy Electricals Ltd · 6.00%
Multi Commodity Exchange of India Ltd · 5.50%
Cash & Cash Equivalent · 5.00%
Muthoot Finance Ltd · 5.00%
Top Sectors
—
Capital Goods · 35.00%
Financial Services · 21.00%
Metals & Mining · 18.50%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%