Portfolio Management Services (PMS)Compare Schemes
Citrus Midcap Marvels vs Ckredence Wealth Management Pvt Ltd - ICE Growth
Add SchemeGrowth of ₹1 Crore
Citrus Midcap Marvels
Ckredence Wealth Management Pvt Ltd - ICE Growth
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.33%
5.63%
6 Months
18.87%
23.45%
1 Year
8.88%
23.62%
3 Years
5.83%
—
5 Years
—
—
Since Inception
5.95%
12.60%
Fund Age
3 yrs
1 yr 10 mo
AUM
₹34.2 Cr
₹187.26 Cr
Alpha – 1 Year
4.16%
18.90%
Alpha – 3 Years
−6.26%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
20.87%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.10
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.87
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−15.33%
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 9% · M 29% · S 56%
Number of Stocks
—
33
Portfolio P/E
—
73.30
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 · 11.28%
Cash & Cash Equivalent · 7.17%
Aether Industries Ltd · 5.12%
The Ramco Cements Ltd · 3.83%
Interglobe Aviation Ltd · 3.66%
Top Sectors
—
Healthcare · 19.38%
Financial Services · 10.36%
Metals & Mining · 9.08%
Fixed Fee
2.50% / yr
2.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
2% / 1% / 0%