Portfolio Management Services (PMS)Compare Schemes
Citrus Midcap Marvels vs CREDENT AIM MULTI CAP STRATEGY
Add SchemeGrowth of ₹1 Crore
Citrus Midcap Marvels
CREDENT AIM MULTI CAP STRATEGY
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.33%
1.48%
6 Months
18.87%
11.85%
1 Year
8.88%
11.16%
3 Years
5.83%
13.35%
5 Years
—
—
Since Inception
5.95%
21.99%
Fund Age
3 yrs
3 yrs 5 mo
AUM
₹34.2 Cr
₹41.04 Cr
Alpha – 1 Year
4.16%
6.44%
Alpha – 3 Years
−6.26%
1.26%
Information Ratio – 3 Years
—
0.11
Volatility – 1 Year
—
21.97%
Volatility – 3 Years
—
19.58%
Beta – 1 Year
—
1.20
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
—
0.35
Sharpe Ratio – 3 Years
—
0.47
Worst Rolling Year
—
13.36%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
—
−23.16%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
16.60%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 24% · S 69%
—
Number of Stocks
—
—
Portfolio P/E
—
—
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%
NGL Fine Chem Ltd · 9.61%
Cartrade Tech Ltd · 7.90%
GPT Healthcare Ltd · 6.59%
Multi Commodity Exchange of India Ltd · 6.17%
SBI Cards & Payment Services Ltd · 5.39%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
2% / 0% / 0%