Portfolio Management Services (PMS)Compare Schemes
Citrus -Index plus Fund vs Incred-Small & MidCap PMS
Add SchemeGrowth of ₹1 Crore
Citrus -Index plus Fund
Incred-Small & MidCap PMS
Return for the risk
3 yrs return
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.83%
4.27%
6 Months
1.03%
−8.15%
1 Year
5.08%
−5.39%
3 Years
—
10.81%
5 Years
—
—
Since Inception
2.08%
11.07%
Fund Age
2 yrs 3 mo
5 yrs
AUM
₹2.33 Cr
₹121.08 Cr
Alpha – 1 Year
5.43%
−5.32%
Alpha – 3 Years
—
−2.65%
Information Ratio – 3 Years
—
-0.15
Volatility – 1 Year
—
24.51%
Volatility – 3 Years
—
24.85%
Beta – 1 Year
—
1.17
Beta – 3 Years
—
1.18
Sharpe Ratio – 1 Year
—
-0.34
Sharpe Ratio – 3 Years
—
0.32
Worst Rolling Year
—
9.88%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
—
−34.50%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.70%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 55% · M 24% · S 14%
M 20% · S 78%
Number of Stocks
—
—
Portfolio P/E
—
—
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%
Arman Financial Services Ltd · 7.90%
Indraprastha Medical Corporation Ltd · 7.90%
Cholamandalam Financial Holdings Ltd · 7.50%
KEC International Ltd · 7.20%
Coforge Ltd · 6.40%
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%