Portfolio Management Services (PMS)Compare Schemes
Citrus -Wealth Fusion Fund vs Omni Centurions
Add SchemeGrowth of ₹1 Crore
Citrus -Wealth Fusion Fund
Omni Centurions
1 Month
2.61%
−2.52%
6 Months
5.28%
2.26%
1 Year
11.57%
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3 Years
—
—
5 Years
—
—
Since Inception
9.17%
−9.97%
Fund Age
15 mo
8 mo
AUM
₹6.05 Cr
₹6.08 Cr
Alpha – 1 Year
11.92%
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Alpha – 3 Years
—
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Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
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Volatility – 3 Years
—
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Beta – 1 Year
—
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Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
—
Sharpe Ratio – 3 Years
—
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Worst Rolling Year
—
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Value at Worst Rolling Year
—
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Deepest Drawdown
—
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Recovery Period
—
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1-Year Rolling Windows Positive
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Median Rolling Year
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 51% · M 20% · S 14%
S 100%
Number of Stocks
—
27
Portfolio P/E
—
13.93
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%
Transport Corporation of India Ltd · 3.61%
Repco Home Finance Ltd · 3.61%
GIC Housing Finance Ltd · 3.61%
PNB Housing Finance Ltd · 3.61%
PTC India Ltd · 3.61%
Top Sectors
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Construction · 35.57%
Services · 23.20%
Financial Services · 21.65%
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%