Portfolio Management Services (PMS)Compare Schemes
Citrus -Index plus Fund vs Incred Active Momentum Strategy
Add SchemeGrowth of ₹1 Crore
Citrus -Index plus Fund
Incred Active Momentum Strategy
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%
2.70%
6 Months
1.03%
4.80%
1 Year
5.08%
0.40%
3 Years
—
—
5 Years
—
—
Since Inception
2.08%
2.40%
Fund Age
2 yrs 3 mo
17 mo
AUM
₹2.33 Cr
₹16.3 Cr
Alpha – 1 Year
5.43%
−2.60%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
17.55%
Volatility – 3 Years
—
—
Beta – 1 Year
—
0.97
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
-0.19
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−14.81%
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 61% · M 36%
Number of Stocks
—
25
Portfolio P/E
—
33.22
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%
Marico Ltd · 7.29%
Jindal Steel Ltd · 5.98%
JSW Steel Ltd · 5.94%
Bajaj Auto Ltd · 5.88%
Federal Bank Ltd · 5.78%
Top Sectors
—
Metals & Mining · 24.69%
Financial Services · 16.70%
Capital Goods · 14.19%
Fixed Fee
1.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
—