Portfolio Management Services (PMS)Compare Schemes
Citrus -Index plus Fund vs Emkay SMID Cap Growth Engine Portfolio
Add SchemeGrowth of ₹1 Crore
Citrus -Index plus Fund
Emkay SMID Cap Growth Engine Portfolio
Return for the risk
1 yr return
-5%
0%
5%
10%
NIFTY 50 Total Return Index · -0.3%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
0.83%
1.20%
6 Months
1.03%
13.72%
1 Year
5.08%
3.07%
3 Years
—
—
5 Years
—
—
Since Inception
2.08%
−0.94%
Fund Age
2 yrs 3 mo
14 mo
AUM
₹2.33 Cr
₹136.71 Cr
Alpha – 1 Year
5.43%
−1.65%
Alpha – 3 Years
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—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
26.76%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.44
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.05
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
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—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−22.05%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
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—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
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—
Market-Cap Mix
L 55% · M 24% · S 14%
M 20% · S 80%
Number of Stocks
—
—
Portfolio P/E
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—
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%
Aegis Vopak Terminals Ltd · 0.00%
IndusInd Bank Ltd · 0.00%
Max Financial Services Ltd · 0.00%
Styrenix Performance Materials Ltd · 0.00%
Lumax Auto Technologies Ltd · 0.00%
Top Sectors
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Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
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