Portfolio Management Services (PMS)Compare Schemes
Citrus -Index plus Fund vs Clockvine Growth Fund
Add SchemeGrowth of ₹1 Crore
Citrus -Index plus Fund
Clockvine Growth Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
35%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.83%
4.26%
6 Months
1.03%
31.09%
1 Year
5.08%
27.02%
3 Years
—
—
5 Years
—
—
Since Inception
2.08%
19.17%
Fund Age
2 yrs 3 mo
2 yrs 6 mo
AUM
₹2.33 Cr
₹101.46 Cr
Alpha – 1 Year
5.43%
22.30%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
22.17%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.05
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.95
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−17.18%
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 15% · M 19% · S 66%
Number of Stocks
—
35
Portfolio P/E
—
51.64
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%
Thangamayil Jewellery Ltd · 9.63%
Radico Khaitan Ltd · 7.83%
S J S Enterprises Ltd · 7.39%
Rashi Peripherals Ltd · 5.69%
Neuland Laboratories Ltd · 4.81%
Top Sectors
—
Healthcare · 23.25%
Consumer Services · 16.27%
Consumer Durables · 15.97%
Fixed Fee
1.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%