Portfolio Management Services (PMS)Compare Schemes
Citrus -Index plus Fund vs Ckredence Wealth Management Pvt Ltd - ICE Growth
Add SchemeGrowth of ₹1 Crore
Citrus -Index plus Fund
Ckredence Wealth Management Pvt Ltd - ICE Growth
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.83%
5.63%
6 Months
1.03%
23.45%
1 Year
5.08%
23.62%
3 Years
—
—
5 Years
—
—
Since Inception
2.08%
12.60%
Fund Age
2 yrs 3 mo
1 yr 10 mo
AUM
₹2.33 Cr
₹187.26 Cr
Alpha – 1 Year
5.43%
18.90%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
20.87%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.10
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.87
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−15.33%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 55% · M 24% · S 14%
L 9% · M 29% · S 56%
Number of Stocks
—
33
Portfolio P/E
—
73.30
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%
Laurus Labs Ltd · 11.28%
Cash & Cash Equivalent · 7.17%
Aether Industries Ltd · 5.12%
The Ramco Cements Ltd · 3.83%
Interglobe Aviation Ltd · 3.66%
Top Sectors
—
Healthcare · 19.38%
Financial Services · 10.36%
Metals & Mining · 9.08%
Fixed Fee
1.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%