Portfolio Management Services (PMS)Compare Schemes
Citrus -Wealth Fusion Fund vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
Citrus -Wealth Fusion Fund
Wave-Bloom
Return for the risk
1 yr return
-5%
0%
5%
NIFTY 50 Total Return Index · -0.3%
0%
10%
20%
Volatility • 1 yr deviation
1 Month
2.61%
−0.67%
6 Months
5.28%
−7.55%
1 Year
11.57%
0.34%
3 Years
—
—
5 Years
—
—
Since Inception
9.17%
12.70%
Fund Age
15 mo
2 yrs 3 mo
AUM
₹6.05 Cr
₹7.52 Cr
Alpha – 1 Year
11.92%
−2.64%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
8.98%
Volatility – 3 Years
—
—
Beta – 1 Year
—
0.39
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
-0.50
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−10.25%
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 71% · M 18% · S 10%
Number of Stocks
—
10
Portfolio P/E
—
15.00
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%
Kotak Mahindra Bank Ltd · 0.00%
HDFC Bank Ltd · 0.00%
Axis Bank Ltd · 0.00%
Nippon India ETF Hang Seng BeES · 0.00%
HDFC Life Insurance Company Ltd · 0.00%
Top Sectors
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Fixed Fee
1.75% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
—