Portfolio Management Services (PMS)Compare Schemes
Citrus -Index plus Fund vs KEDIA - Multi Cap
Add SchemeGrowth of ₹1 Crore
Citrus -Index plus Fund
KEDIA - Multi Cap
Return for the risk
3 yrs return
5%
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.83%
2.23%
6 Months
1.03%
7.97%
1 Year
5.08%
6.21%
3 Years
—
12.78%
5 Years
—
14.19%
Since Inception
2.08%
16.41%
Fund Age
2 yrs 3 mo
7 yrs 3 mo
AUM
₹2.33 Cr
₹115.97 Cr
Alpha – 1 Year
5.43%
1.49%
Alpha – 3 Years
—
0.69%
Information Ratio – 3 Years
—
0.20
Volatility – 1 Year
—
15.75%
Volatility – 3 Years
—
15.69%
Beta – 1 Year
—
0.82
Beta – 3 Years
—
0.88
Sharpe Ratio – 1 Year
—
0.12
Sharpe Ratio – 3 Years
—
0.51
Worst Rolling Year
—
11.84%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
—
−23.37%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.02%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 55% · M 24% · S 14%
—
Number of Stocks
—
35
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%
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Top Sectors
—
—
Fixed Fee
1.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%