Portfolio Management Services (PMS)Compare Schemes
Citrus -Sector Leaders Fund vs THINQWISE INDIA LONG TERM FUND
Add SchemeGrowth of ₹1 Crore
Citrus -Sector Leaders Fund
THINQWISE INDIA LONG TERM 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%
−0.86%
6 Months
4.40%
8.56%
1 Year
7.01%
5.56%
3 Years
10.97%
8.84%
5 Years
—
—
Since Inception
10.85%
10.12%
Fund Age
3 yrs
3 yrs 2 mo
AUM
₹47.29 Cr
₹45.94 Cr
Alpha – 1 Year
7.36%
5.91%
Alpha – 3 Years
1.97%
−0.16%
Information Ratio – 3 Years
—
0.15
Volatility – 1 Year
—
23.84%
Volatility – 3 Years
—
20.02%
Beta – 1 Year
—
1.25
Beta – 3 Years
—
1.03
Sharpe Ratio – 1 Year
—
0.12
Sharpe Ratio – 3 Years
—
0.26
Worst Rolling Year
—
7.39%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
—
−26.84%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
9.37%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 76% · M 4% · S 18%
—
Number of Stocks
—
14
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%
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%