Portfolio Management Services (PMS)Compare Schemes
Citrus -Index plus Fund vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Citrus -Index plus Fund
Karma - Wealth Builder
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.83%
4.30%
6 Months
1.03%
9.50%
1 Year
5.08%
10.30%
3 Years
—
13.40%
5 Years
—
13.85%
Since Inception
2.08%
12.90%
Fund Age
2 yrs 3 mo
19 yrs 8 mo
AUM
₹2.33 Cr
₹295.65 Cr
Alpha – 1 Year
5.43%
5.60%
Alpha – 3 Years
—
1.30%
Information Ratio – 3 Years
—
0.46
Volatility – 1 Year
—
20.18%
Volatility – 3 Years
—
17.30%
Beta – 1 Year
—
1.09
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
—
0.32
Sharpe Ratio – 3 Years
—
0.49
Worst Rolling Year
—
-20.52%
Value at Worst Rolling Year
—
₹0.79 Cr
Deepest Drawdown
—
−12.92%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
82.46%
Median Rolling Year
—
16.95%
5-Year Rolling Windows Positive
—
98.31%
Market-Cap Mix
L 55% · M 24% · S 14%
L 21% · M 15% · S 62%
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%
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –