Portfolio Management Services (PMS)Compare Schemes
Citrus -Index plus Fund vs Shriram Future GEMS
Add SchemeGrowth of ₹1 Crore
Citrus -Index plus Fund
Shriram Future GEMS
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
25%
30%
NIFTY 50 Total Return Index · -0.3%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
0.83%
2.93%
6 Months
1.03%
1.59%
1 Year
5.08%
25.48%
3 Years
—
—
5 Years
—
—
Since Inception
2.08%
30.29%
Fund Age
2 yrs 3 mo
18 mo
AUM
₹2.33 Cr
₹0.8 Cr
Alpha – 1 Year
5.43%
25.83%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
16.88%
Volatility – 3 Years
—
—
Beta – 1 Year
—
0.86
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
1.13
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−15.67%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
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%
Bank of Maharashtra · 6.58%
CSB Bank Ltd · 6.35%
ASK Automotive Ltd · 5.98%
State Bank of India · 5.81%
Samvardhana Motherson International Ltd · 5.69%
Top Sectors
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Fixed Fee
1.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
—
—