Portfolio Management Services (PMS)Compare Schemes
Citrus -Sector Leaders Fund vs Systamatix - Dynamic Investment
Add SchemeReturn for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · 9%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.91%
7.60%
6 Months
4.40%
26.61%
1 Year
7.01%
33.69%
3 Years
10.97%
25.74%
5 Years
—
21.83%
Since Inception
10.85%
—
Fund Age
3 yrs
8 yrs 4 mo
AUM
₹47.29 Cr
₹158.52 Cr
Alpha – 1 Year
7.36%
29.93%
Alpha – 3 Years
1.97%
14.85%
Information Ratio – 3 Years
—
1.52
Volatility – 1 Year
—
19.82%
Volatility – 3 Years
—
19.44%
Beta – 1 Year
—
1.03
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
—
1.29
Sharpe Ratio – 3 Years
—
1.16
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 31% · M 28% · S 38%
Number of Stocks
—
20
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%
National Aluminium Company Ltd · 8.01%
Indian Railway Catering & Tourism Corporation Ltd · 6.71%
Steel Authority of India Ltd · 6.17%
Triveni Engineering and Industries Ltd · 5.89%
Vedanta Ltd · 5.78%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%