Portfolio Management Services (PMS)Compare Schemes
Citrus -Index plus Fund vs IFM Largecap Fund
Add SchemeGrowth of ₹1 Crore
Citrus -Index plus Fund
IFM Largecap Fund
Return for the risk
1 yr return
-5%
0%
5%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.83%
−0.16%
6 Months
1.03%
−3.46%
1 Year
5.08%
−0.34%
3 Years
—
—
5 Years
—
—
Since Inception
2.08%
−3.49%
Fund Age
2 yrs 3 mo
14 mo
AUM
₹2.33 Cr
₹116.7 Cr
Alpha – 1 Year
5.43%
0.01%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
17.33%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.08
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
-0.24
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−16.91%
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 83% · M 6% · S 9%
Number of Stocks
—
26
Portfolio P/E
—
24.23
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%
ICICI Bank Ltd · 11.42%
HDFC Bank Ltd · 9.79%
Reliance Industries Ltd · 8.22%
Infosys Ltd · 6.55%
Bharti Airtel Ltd · 5.79%
Top Sectors
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Financial Services · 48.00%
Information Technology · 9.07%
Oil, Gas & Consumable Fuels · 8.22%
Fixed Fee
1.50% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
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—