Portfolio Management Services (PMS)Compare Schemes
Citrus -Index plus Fund vs Turtle Wealth -Wealth Mantra
Add SchemeGrowth of ₹1 Crore
Citrus -Index plus Fund
Turtle Wealth -Wealth Mantra
Return for the risk
3 yrs return
15%
20%
25%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
0.83%
4.93%
6 Months
1.03%
2.72%
1 Year
5.08%
22.88%
3 Years
—
20.47%
5 Years
—
15.12%
Since Inception
2.08%
17.02%
Fund Age
2 yrs 3 mo
6 yrs 11 mo
AUM
₹2.33 Cr
₹261.05 Cr
Alpha – 1 Year
5.43%
18.16%
Alpha – 3 Years
—
8.38%
Information Ratio – 3 Years
—
0.98
Volatility – 1 Year
—
17.62%
Volatility – 3 Years
—
15.64%
Beta – 1 Year
—
0.83
Beta – 3 Years
—
0.87
Sharpe Ratio – 1 Year
—
0.97
Sharpe Ratio – 3 Years
—
0.94
Worst Rolling Year
—
7.22%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
—
−19.96%
Recovery Period
—
189 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.64%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
L 55% · M 24% · S 14%
L 28% · M 19% · S 43%
Number of Stocks
—
18
Portfolio P/E
—
63.91
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%
Cash & Cash Equivalent · 11.94%
Nippon Life India Asset Management Ltd · 6.99%
Titan Company Ltd · 6.68%
Syrma SGS Technology Ltd · 6.57%
Apollo Hospitals Enterprise Ltd · 6.27%
Top Sectors
—
Capital Goods · 24.70%
Healthcare · 15.99%
Financial Services · 14.52%
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%