Portfolio Management Services (PMS)Compare Schemes
Citrus -Wealth Fusion Fund vs Motilal Oswal-Founders
Add SchemeGrowth of ₹1 Crore
Citrus -Wealth Fusion Fund
Motilal Oswal-Founders
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.61%
0.25%
6 Months
5.28%
15.19%
1 Year
11.57%
3.21%
3 Years
—
19.65%
5 Years
—
—
Since Inception
9.17%
25.09%
Fund Age
15 mo
3 yrs 5 mo
AUM
₹6.05 Cr
₹4,148.34 Cr
Alpha – 1 Year
11.92%
0.23%
Alpha – 3 Years
—
7.77%
Information Ratio – 3 Years
—
0.62
Volatility – 1 Year
—
21.54%
Volatility – 3 Years
—
22.15%
Beta – 1 Year
—
1.06
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
—
-0.01
Sharpe Ratio – 3 Years
—
0.68
Worst Rolling Year
—
19.49%
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
—
21.76%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 51% · M 20% · S 14%
L 26% · M 35% · S 37%
Number of Stocks
—
26
Portfolio P/E
—
55.82
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%
Eternal Ltd · 5.70%
Ather Energy Ltd · 5.24%
Shriram Finance Ltd · 5.04%
PTC Industries Ltd · 4.99%
One 97 Communications Ltd · 4.88%
Top Sectors
—
Capital Goods · 28.96%
Financial Services · 21.55%
Consumer Services · 8.59%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 0% / 0%