Compare Schemes

AMETRA - FACTORALPHA PMS vs Citrus Midcap Marvels

AMETRA - FACTORALPHA PMS

Citrus Midcap Marvels

Add Scheme

Growth of ₹1 Crore

AMETRA - FACTORALPHA PMS

Citrus Midcap Marvels

Return for the risk

1 yr return

-10%

-5%

10%

Nifty 500 · 4.7%

AMETRA - FACTORALPHA PMS

-2.5% • vol 13.7%

10%

20%

Volatility • 1 yr deviation

1 Month

−3.15%

−0.33%

6 Months

−3.43%

18.87%

1 Year

−2.53%

8.88%

3 Years

—

5.83%

5 Years

—

Since Inception

−8.11%

5.95%

Fund Age

1 yr 10 mo

3 yrs

AUM

₹21.08 Cr

₹34.2 Cr

Alpha – 1 Year

−7.25%

4.16%

Alpha – 3 Years

—

−6.26%

Information Ratio – 3 Years

—

Volatility – 1 Year

13.73%

—

Volatility – 3 Years

—

Beta – 1 Year

0.74

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

-0.50

—

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

−10.00%

—

Recovery Period

Not yet recovered

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

—

M 24% · S 69%

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

—

Jana Small Finance Bank Ltd · 5.14%

Deepak Fertilisers & Petrochemicals Corp Ltd · 4.81%

Thyrocare Technologies Ltd · 4.74%

Gokaldas Exports Ltd · 4.70%

PNB Housing Finance Ltd · 4.48%

Top Sectors

—

Fixed Fee

2.00% / yr

2.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

1% / – / –

2% / 1% / –

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.