Portfolio Management Services (PMS)Compare Schemes
Citrus Midcap Marvels vs Dynamic Equities-Bluechip
Add SchemeGrowth of ₹1 Crore
Citrus Midcap Marvels
Dynamic Equities-Bluechip
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%
7.20%
6 Months
18.87%
17.44%
1 Year
8.88%
18.10%
3 Years
5.83%
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5 Years
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Since Inception
5.95%
21.12%
Fund Age
3 yrs
2 yrs 5 mo
AUM
₹34.2 Cr
₹83.78 Cr
Alpha – 1 Year
4.16%
18.45%
Alpha – 3 Years
−6.26%
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Information Ratio – 3 Years
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Volatility – 1 Year
—
19.94%
Volatility – 3 Years
—
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Beta – 1 Year
—
0.87
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.66
Sharpe Ratio – 3 Years
—
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Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
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−12.14%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
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Median Rolling Year
—
—
5-Year Rolling Windows Positive
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Market-Cap Mix
M 24% · S 69%
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Number of Stocks
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24
Portfolio P/E
—
53.08
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%
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Top Sectors
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Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
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