Portfolio Management Services (PMS)Compare Schemes
Citrus -Index plus Fund vs Wallfort-India Contra Equity Fund
Add SchemeGrowth of ₹1 Crore
Citrus -Index plus Fund
Wallfort-India Contra Equity Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
15%
20%
NIFTY 50 Total Return Index · -0.3%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
0.83%
3.26%
6 Months
1.03%
17.84%
1 Year
5.08%
16.84%
3 Years
—
—
5 Years
—
—
Since Inception
2.08%
22.85%
Fund Age
2 yrs 3 mo
7 mo
AUM
₹2.33 Cr
₹37.36 Cr
Alpha – 1 Year
5.43%
12.12%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
29.93%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.60
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.48
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
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%
Aditya Birla Real Estate Ltd · 16.62%
Kalyani Steels Ltd · 15.41%
L G Balakrishnan & Bros Ltd · 12.63%
HDFC Bank Ltd · 11.21%
Kolte Patil Developers Ltd · 10.11%
Top Sectors
—
—
Fixed Fee
1.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
10% of profit
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%