Compare Schemes

Citrus -Index plus Fund vs Citrus Midcap Marvels

Citrus -Index plus Fund

Citrus Midcap Marvels

Add Scheme

1 Month

0.83%

−0.33%

6 Months

1.03%

18.87%

1 Year

5.08%

8.88%

3 Years

—

5.83%

5 Years

—

Since Inception

2.08%

5.95%

Fund Age

2 yrs 3 mo

3 yrs

AUM

₹2.33 Cr

₹34.2 Cr

Alpha – 1 Year

5.43%

4.16%

Alpha – 3 Years

—

−6.26%

Information Ratio – 3 Years

—

Volatility – 1 Year

—

Volatility – 3 Years

—

Beta – 1 Year

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

L 55% · M 24% · S 14%

M 24% · S 69%

Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

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%

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

1.50% / yr

2.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

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.