Portfolio Management Services (PMS)Compare Schemes
Citrus Midcap Marvels vs Ckredence-Business Cycle Fund
Add SchemeGrowth of ₹1 Crore
Citrus Midcap Marvels
Ckredence-Business Cycle Fund
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.33%
2.97%
6 Months
18.87%
18.69%
1 Year
8.88%
17.43%
3 Years
5.83%
—
5 Years
—
—
Since Inception
5.95%
17.76%
Fund Age
3 yrs
2 yrs 9 mo
AUM
₹34.2 Cr
₹197.55 Cr
Alpha – 1 Year
4.16%
17.78%
Alpha – 3 Years
−6.26%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
20.32%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.06
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.63
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−15.36%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 24% · S 69%
L 18% · M 24% · S 51%
Number of Stocks
—
35
Portfolio P/E
—
35.70
Top 5 Holdings
Jana Small Finance Bank Ltd · 5.14%
Deepak Fertilisers & Petrochemicals Corp Ltd · 4.81%
Thyrocare Technologies Ltd · 4.74%
Gokaldas Exports Ltd · 4.70%
PNB Housing Finance Ltd · 4.48%
Laurus Labs Ltd · 10.45%
Cash & Cash Equivalent · 6.09%
Nippon India ETF Nifty IT · 5.42%
Cochin Shipyard Ltd · 4.30%
Emcure Pharmaceuticals Ltd · 3.83%
Top Sectors
—
Healthcare · 17.73%
Automobile and Auto Components · 14.00%
Capital Goods · 9.14%
Fixed Fee
2.50% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
0% / 0% / 0%