Portfolio Management Services (PMS)Compare Schemes
Citrus -Index plus Fund vs Monarch Wealth Creator Fund
Add SchemeGrowth of ₹1 Crore
Citrus -Index plus Fund
Monarch Wealth Creator Fund
1 Month
0.83%
2.85%
6 Months
1.03%
12.32%
1 Year
5.08%
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3 Years
—
—
5 Years
—
—
Since Inception
2.08%
13.81%
Fund Age
2 yrs 3 mo
8 mo
AUM
₹2.33 Cr
₹279.09 Cr
Alpha – 1 Year
5.43%
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Alpha – 3 Years
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Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
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Volatility – 3 Years
—
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Beta – 1 Year
—
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Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
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Sharpe Ratio – 3 Years
—
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Worst Rolling Year
—
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Value at Worst Rolling Year
—
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Deepest Drawdown
—
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Recovery Period
—
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1-Year Rolling Windows Positive
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Median Rolling Year
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5-Year Rolling Windows Positive
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Market-Cap Mix
L 55% · M 24% · S 14%
L 35% · M 34% · S 23%
Number of Stocks
—
40
Portfolio P/E
—
19.53
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%
Mazagon Dock Shipbuilders Ltd · 13.42%
Bank of Baroda · 7.93%
Cash & Cash Equivalent · 6.62%
NMDC Ltd · 5.37%
Adani Enterprises Ltd · 5.31%
Top Sectors
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Financial Services · 24.00%
Capital Goods · 22.64%
Metals & Mining · 19.08%
Fixed Fee
1.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0.5% / 0.5% / 0%