Portfolio Management Services (PMS)Compare Schemes
Citrus Midcap Marvels vs Eklavya Equity
Add SchemeGrowth of ₹1 Crore
Citrus Midcap Marvels
Eklavya Equity
Return for the risk
1 yr return
-5%
0%
5%
10%
Nifty 500 · 4.7%
0%
10%
20%
Volatility • 1 yr deviation
1 Month
−0.33%
−0.98%
6 Months
18.87%
4.93%
1 Year
8.88%
−0.37%
3 Years
5.83%
—
5 Years
—
—
Since Inception
5.95%
4.91%
Fund Age
3 yrs
2 yrs 1 mo
AUM
₹34.2 Cr
₹8 Cr
Alpha – 1 Year
4.16%
−0.02%
Alpha – 3 Years
−6.26%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
12.93%
Volatility – 3 Years
—
—
Beta – 1 Year
—
0.72
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
-0.38
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
6.09%
Value at Worst Rolling Year
—
₹1.06 Cr
Deepest Drawdown
—
−12.49%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
6.78%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 24% · S 69%
L 23% · M 8% · S 36%
Number of Stocks
—
30
Portfolio P/E
—
24.51
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%
AXIS Income Plus Arbitrage Omni FOF - Dir (G) · 18.92%
AXIS Liquid Fund - Direct (G) · 9.72%
ITC Ltd · 8.33%
D-Link India Ltd · 7.25%
Cash & Cash Equivalent · 5.44%
Top Sectors
—
Financial Services · 16.03%
Fast Moving Consumer Goods · 14.93%
Others · 14.69%
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
2% / 2% / 0%