Portfolio Management Services (PMS)Compare Schemes
AlphaGrep Multi Factor Quant vs Citrus -Index plus Fund
Add SchemeGrowth of ₹1 Crore
AlphaGrep Multi Factor Quant
Citrus -Index plus Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.27%
0.83%
6 Months
−2.30%
1.03%
1 Year
1.68%
5.08%
3 Years
13.91%
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5 Years
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Since Inception
14.05%
2.08%
Fund Age
3 yrs 10 mo
2 yrs 3 mo
AUM
₹53.78 Cr
₹2.33 Cr
Alpha – 1 Year
−3.04%
5.43%
Alpha – 3 Years
1.82%
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Information Ratio – 3 Years
0.34
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Volatility – 1 Year
15.80%
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Volatility – 3 Years
15.64%
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Beta – 1 Year
0.86
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Beta – 3 Years
0.97
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Sharpe Ratio – 1 Year
-0.15
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Sharpe Ratio – 3 Years
0.71
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Worst Rolling Year
15.78%
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Value at Worst Rolling Year
₹1.16 Cr
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Deepest Drawdown
−18.40%
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Recovery Period
275 days
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1-Year Rolling Windows Positive
100.00%
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Median Rolling Year
20.35%
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5-Year Rolling Windows Positive
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Market-Cap Mix
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L 55% · M 24% · S 14%
Number of Stocks
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Portfolio P/E
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Top 5 Holdings
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Nippon India ETF Nifty 50 BeES · 35.21%
Motilal Oswal Nifty Midcap 150 Index Fund-Dir (G) · 16.07%
Motilal Oswal Nifty Smallcap 250 Index Fund-Dir(G) · 10.40%
Nippon India ETF Nifty IT · 6.11%
ICICI Pru Nifty Healthcare ETF · 5.17%
Top Sectors
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Fixed Fee
2.25% / yr
1.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
1% / 0% / 0%
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