Portfolio Management Services (PMS)Compare Schemes
Citrus -Index plus Fund vs Marcellus - Consistent Compounders
Add SchemeGrowth of ₹1 Crore
Citrus -Index plus Fund
Marcellus - Consistent Compounders
Return for the risk
3 yrs return
0%
5%
10%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.83%
4.02%
6 Months
1.03%
10.61%
1 Year
5.08%
3.27%
3 Years
—
5.81%
5 Years
—
4.77%
Since Inception
2.08%
12.23%
Fund Age
2 yrs 3 mo
7 yrs 7 mo
AUM
₹2.33 Cr
₹1,666.24 Cr
Alpha – 1 Year
5.43%
3.70%
Alpha – 3 Years
—
−2.76%
Information Ratio – 3 Years
—
-0.29
Volatility – 1 Year
—
19.50%
Volatility – 3 Years
—
16.37%
Beta – 1 Year
—
1.09
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
—
-0.02
Sharpe Ratio – 3 Years
—
0.10
Worst Rolling Year
—
0.36%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
—
−23.56%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
99.77%
Median Rolling Year
—
8.56%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 55% · M 24% · S 14%
L 42% · M 32% · S 25%
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%
Trent Ltd · 8.00%
Divis Laboratories Ltd · 8.00%
Narayana Hrudayalaya Ltd · 7.50%
Asian Paints Ltd · 7.00%
Tube Investments of India Ltd · 7.00%
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%