Portfolio Management Services (PMS)Compare Schemes
Citrus -Wealth Fusion Fund vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Citrus -Wealth Fusion Fund
Right Horizons - Supervalue Aggressive
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.61%
2.93%
6 Months
5.28%
19.55%
1 Year
11.57%
11.69%
3 Years
—
15.46%
5 Years
—
—
Since Inception
9.17%
23.05%
Fund Age
15 mo
3 yrs 4 mo
AUM
₹6.05 Cr
₹95.08 Cr
Alpha – 1 Year
11.92%
8.71%
Alpha – 3 Years
—
3.58%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
—
27.25%
Volatility – 3 Years
—
23.29%
Beta – 1 Year
—
1.44
Beta – 3 Years
—
1.22
Sharpe Ratio – 1 Year
—
0.33
Sharpe Ratio – 3 Years
—
0.66
Worst Rolling Year
—
15.47%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
—
−32.01%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.67%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 51% · M 20% · S 14%
—
Number of Stocks
—
—
Portfolio P/E
—
—
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%
Sky Gold & Diamonds Ltd · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
—
—
Fixed Fee
1.75% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
—
3% / 2% / 1%