Portfolio Management Services (PMS)Compare Schemes
Citrus -Index plus Fund vs MRG Capital - Wealth Protector
Add SchemeGrowth of ₹1 Crore
Citrus -Index plus Fund
MRG Capital - Wealth Protector
Return for the risk
3 yrs return
5%
10%
15%
20%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
0.83%
0.67%
6 Months
1.03%
1.38%
1 Year
5.08%
7.78%
3 Years
—
12.37%
5 Years
—
10.07%
Since Inception
2.08%
13.18%
Fund Age
2 yrs 3 mo
6 yrs 8 mo
AUM
₹2.33 Cr
₹1.13 Cr
Alpha – 1 Year
5.43%
8.13%
Alpha – 3 Years
—
3.37%
Information Ratio – 3 Years
—
0.42
Volatility – 1 Year
—
17.12%
Volatility – 3 Years
—
14.65%
Beta – 1 Year
—
0.93
Beta – 3 Years
—
0.90
Sharpe Ratio – 1 Year
—
0.21
Sharpe Ratio – 3 Years
—
0.51
Worst Rolling Year
—
10.01%
Value at Worst Rolling Year
—
₹1.10 Cr
Deepest Drawdown
—
−15.65%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.34%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 55% · M 24% · S 14%
L 34% · M 14% · S 34%
Number of Stocks
—
43
Portfolio P/E
—
30.39
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%
Titan Company Ltd · 11.70%
ICICI Pru Silver ETF · 10.73%
Castrol India Ltd · 9.17%
Larsen & Toubro Ltd · 6.16%
Cash & Cash Equivalent · 4.35%
Top Sectors
—
Others · 13.81%
Consumer Durables · 12.67%
Chemicals · 11.08%
Fixed Fee
1.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
2% / 1% / 0%