Portfolio Management Services (PMS)Compare Schemes
Citrus -Wealth Fusion Fund vs Concept Investwell - Legend Flexi
Add SchemeGrowth of ₹1 Crore
Citrus -Wealth Fusion Fund
Concept Investwell - Legend Flexi
Return for the risk
1 yr return
-5%
0%
5%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.61%
0.12%
6 Months
5.28%
0.78%
1 Year
11.57%
0.49%
3 Years
—
—
5 Years
—
—
Since Inception
9.17%
4.91%
Fund Age
15 mo
2 yrs 3 mo
AUM
₹6.05 Cr
₹1.52 Cr
Alpha – 1 Year
11.92%
−2.49%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
16.48%
Volatility – 3 Years
—
—
Beta – 1 Year
—
0.92
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
-0.33
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−13.58%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 51% · M 20% · S 14%
L 64% · M 1% · S 35%
Number of Stocks
—
28
Portfolio P/E
—
22.45
Top 5 Holdings
ICICI Pru Large Cap Fund (G) · 9.30%
Invesco India Large & Mid Cap Fund (G) · 7.50%
HDFC Mid Cap Fund - Direct (G) · 7.20%
ICICI Bank Ltd · 2.20%
Larsen & Toubro Ltd · 2.05%
HDFC Bank Ltd · 8.00%
Axis Bank Ltd · 6.00%
Star Health & Allied Insurance Company Ltd · 5.00%
Mirae Asset Nifty 50 ETF · 5.00%
ITC Ltd · 5.00%
Top Sectors
—
Financial Services · 39.80%
Oil, Gas & Consumable Fuels · 8.47%
Fast Moving Consumer Goods · 8.28%
Fixed Fee
1.75% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%