Portfolio Management Services (PMS)Compare Schemes
Citrus Midcap Marvels vs East Green-Agile Strategy
Add SchemeGrowth of ₹1 Crore
Citrus Midcap Marvels
East Green-Agile 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%
1.90%
6 Months
18.87%
23.62%
1 Year
8.88%
21.42%
3 Years
5.83%
14.56%
5 Years
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—
Since Inception
5.95%
16.17%
Fund Age
3 yrs
3 yrs 1 mo
AUM
₹34.2 Cr
₹77.6 Cr
Alpha – 1 Year
4.16%
16.70%
Alpha – 3 Years
−6.26%
2.47%
Information Ratio – 3 Years
—
0.32
Volatility – 1 Year
—
21.73%
Volatility – 3 Years
—
20.33%
Beta – 1 Year
—
1.06
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
—
0.76
Sharpe Ratio – 3 Years
—
0.52
Worst Rolling Year
—
14.63%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
—
−24.36%
Recovery Period
—
487 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.67%
5-Year Rolling Windows Positive
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—
Market-Cap Mix
M 24% · S 69%
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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%
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Top Sectors
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—
Fixed Fee
2.50% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
1% / 0% / 0%