Portfolio Management Services (PMS)Compare Schemes
Citrus -Index plus Fund vs Green Portfolio - Special
Add SchemeGrowth of ₹1 Crore
Citrus -Index plus Fund
Green Portfolio - Special
Return for the risk
3 yrs return
10%
15%
20%
25%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
0.83%
2.75%
6 Months
1.03%
26.95%
1 Year
5.08%
13.12%
3 Years
—
17.80%
5 Years
—
15.04%
Since Inception
2.08%
22.70%
Fund Age
2 yrs 3 mo
8 yrs
AUM
₹2.33 Cr
₹357.26 Cr
Alpha – 1 Year
5.43%
10.14%
Alpha – 3 Years
—
5.90%
Information Ratio – 3 Years
—
0.31
Volatility – 1 Year
—
32.38%
Volatility – 3 Years
—
25.45%
Beta – 1 Year
—
1.68
Beta – 3 Years
—
1.37
Sharpe Ratio – 1 Year
—
0.36
Sharpe Ratio – 3 Years
—
0.56
Worst Rolling Year
—
11.19%
Value at Worst Rolling Year
—
₹1.11 Cr
Deepest Drawdown
—
−26.50%
Recovery Period
—
80 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
27.28%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 55% · M 24% · S 14%
L 7% · M 19% · S 59%
Number of Stocks
—
42
Portfolio P/E
—
42.01
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%
Schaeffler India Ltd · 10.90%
Misc · 9.64%
HFCL Ltd · 5.73%
Sanghvi Movers Ltd · 4.28%
Tatva Chintan Pharma Chem Ltd · 4.14%
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%