Portfolio Management Services (PMS)Compare Schemes
ArthAlpha Machine Learning Equity Quant vs Citrus Midcap Marvels
Add SchemeGrowth of ₹1 Crore
ArthAlpha Machine Learning Equity Quant
Citrus Midcap Marvels
Return for the risk
1 yr return
0%
5%
10%
15%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
2.31%
−0.33%
6 Months
5.63%
18.87%
1 Year
10.47%
8.88%
3 Years
—
5.83%
5 Years
—
—
Since Inception
6.92%
5.95%
Fund Age
1 yr 10 mo
3 yrs
AUM
₹64.41 Cr
₹34.2 Cr
Alpha – 1 Year
5.75%
4.16%
Alpha – 3 Years
—
−6.26%
Information Ratio – 3 Years
—
—
Volatility – 1 Year
17.22%
—
Volatility – 3 Years
—
—
Beta – 1 Year
0.92
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
0.36
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
−11.60%
—
Recovery Period
Not yet recovered
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 33% · M 60% · S 3%
M 24% · S 69%
Number of Stocks
35
—
Portfolio P/E
35.94
—
Top 5 Holdings
BSE Ltd · 4.95%
Multi Commodity Exchange of India Ltd · 4.44%
Oracle Financial Services Software Ltd · 4.41%
Coforge Ltd · 3.67%
NLC India Ltd · 3.63%
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
Financial Services · 23.23%
Capital Goods · 19.14%
Metals & Mining · 11.14%
—
Fixed Fee
—
2.50% / yr
Performance Fee / Plan
—
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / –