Portfolio Management Services (PMS)Compare Schemes
Citrus -Wealth Fusion Fund vs JM Financial - India Resurgent
Add SchemeGrowth of ₹1 Crore
Citrus -Wealth Fusion Fund
JM Financial - India Resurgent
Return for the risk
3 yrs return
20%
25%
30%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.61%
4.15%
6 Months
5.28%
18.21%
1 Year
11.57%
19.11%
3 Years
—
23.58%
5 Years
—
18.40%
Since Inception
9.17%
13.93%
Fund Age
15 mo
11 yrs 4 mo
AUM
₹6.05 Cr
₹13.37 Cr
Alpha – 1 Year
11.92%
16.13%
Alpha – 3 Years
—
11.69%
Information Ratio – 3 Years
—
1.24
Volatility – 1 Year
—
18.18%
Volatility – 3 Years
—
17.99%
Beta – 1 Year
—
0.94
Beta – 3 Years
—
1.01
Sharpe Ratio – 1 Year
—
0.75
Sharpe Ratio – 3 Years
—
0.97
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−20.05%
Recovery Period
—
162 days
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 51% · M 20% · S 14%
L 27% · M 15% · S 55%
Number of Stocks
—
32
Portfolio P/E
—
41.94
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%
Laurus Labs Ltd · 9.80%
Chambal Fertilisers & Chemicals Ltd · 6.56%
Divis Laboratories Ltd · 6.02%
ICICI Bank Ltd · 5.98%
Man Infraconstruction Ltd · 5.79%
Top Sectors
—
Capital Goods · 31.05%
Healthcare · 22.71%
Financial Services · 16.54%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 0%