Portfolio Management Services (PMS)Compare Schemes
Citrus -Sector Leaders Fund vs Wright Factor Fund
Add SchemeGrowth of ₹1 Crore
Citrus -Sector Leaders Fund
Wright Factor Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.91%
10.96%
6 Months
4.40%
14.84%
1 Year
7.01%
16.93%
3 Years
10.97%
—
5 Years
—
—
Since Inception
10.85%
20.33%
Fund Age
3 yrs
3 yrs
AUM
₹47.29 Cr
₹214.05 Cr
Alpha – 1 Year
7.36%
12.21%
Alpha – 3 Years
1.97%
—
Information Ratio – 3 Years
—
0.51
Volatility – 1 Year
—
22.29%
Volatility – 3 Years
—
21.03%
Beta – 1 Year
—
0.97
Beta – 3 Years
—
0.97
Sharpe Ratio – 1 Year
—
0.57
Sharpe Ratio – 3 Years
—
0.72
Worst Rolling Year
—
18.92%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
—
−27.91%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.26%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 76% · M 4% · S 18%
L 12% · M 21% · S 55%
Number of Stocks
—
25
Portfolio P/E
—
38.40
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%
Indian Railway Finance Corporation Ltd · 5.89%
The Bombay Burmah Trading Corporation Ltd · 5.64%
Safari Industries (India) Ltd · 5.63%
Maharashtra Scooters Ltd · 5.05%
Power Finance Corporation Ltd · 4.88%
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%