Portfolio Management Services (PMS)Compare Schemes
Citrus -Sector Leaders Fund vs Sincere - Metamorphosis Fund
Add SchemeGrowth of ₹1 Crore
Citrus -Sector Leaders Fund
Sincere - Metamorphosis Fund
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%
7.54%
6 Months
4.40%
15.73%
1 Year
7.01%
16.44%
3 Years
10.97%
11.28%
5 Years
—
—
Since Inception
10.85%
12.80%
Fund Age
3 yrs
3 yrs 3 mo
AUM
₹47.29 Cr
₹337.26 Cr
Alpha – 1 Year
7.36%
11.72%
Alpha – 3 Years
1.97%
−0.81%
Information Ratio – 3 Years
—
-0.07
Volatility – 1 Year
—
22.40%
Volatility – 3 Years
—
20.08%
Beta – 1 Year
—
1.19
Beta – 3 Years
—
1.11
Sharpe Ratio – 1 Year
—
0.55
Sharpe Ratio – 3 Years
—
0.37
Worst Rolling Year
—
9.11%
Value at Worst Rolling Year
—
₹1.09 Cr
Deepest Drawdown
—
−28.19%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
10.48%
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
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%