Portfolio Management Services (PMS)Compare Schemes
Citrus -Index plus Fund vs Kotak Pioneer Model Strategy Aggressive
Add SchemeGrowth of ₹1 Crore
Citrus -Index plus Fund
Kotak Pioneer Model Strategy Aggressive
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.83%
1.96%
6 Months
1.03%
−0.83%
1 Year
5.08%
14.95%
3 Years
—
—
5 Years
—
—
Since Inception
2.08%
15.45%
Fund Age
2 yrs 3 mo
4 yrs 1 mo
AUM
₹2.33 Cr
₹67.74 Cr
Alpha – 1 Year
5.43%
8.24%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
0.30
Volatility – 1 Year
—
16.48%
Volatility – 3 Years
—
12.47%
Beta – 1 Year
—
1.58
Beta – 3 Years
—
1.45
Sharpe Ratio – 1 Year
—
0.60
Sharpe Ratio – 3 Years
—
0.77
Worst Rolling Year
—
13.91%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
—
−14.92%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.42%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 55% · M 24% · S 14%
—
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%
HDFC Flexi Cap Fund - Direct (G) · 16.48%
Kotak Flexi Cap Fund - Direct (G) · 13.26%
Kotak Quant Fund - Direct (G) · 12.39%
HDFC Large & Mid Cap Fund - Direct (G) · 9.96%
Kotak Active Momentum Fund - Direct (G) · 9.47%
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / – / –