Portfolio Management Services (PMS)Compare Schemes
Citrus Midcap Marvels vs Electrum - Laureate Portfolio
Add SchemeGrowth of ₹1 Crore
Citrus Midcap Marvels
Electrum - Laureate Portfolio
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.33%
2.93%
6 Months
18.87%
27.08%
1 Year
8.88%
22.70%
3 Years
5.83%
18.13%
5 Years
—
21.00%
Since Inception
5.95%
30.05%
Fund Age
3 yrs
5 yrs 9 mo
AUM
₹34.2 Cr
₹670.5 Cr
Alpha – 1 Year
4.16%
17.98%
Alpha – 3 Years
−6.26%
6.04%
Information Ratio – 3 Years
—
0.67
Volatility – 1 Year
—
26.20%
Volatility – 3 Years
—
22.70%
Beta – 1 Year
—
1.32
Beta – 3 Years
—
1.09
Sharpe Ratio – 1 Year
—
0.70
Sharpe Ratio – 3 Years
—
0.71
Worst Rolling Year
—
15.94%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
—
−31.21%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
25.64%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 24% · S 69%
S 95%
Number of Stocks
—
26
Portfolio P/E
—
27.00
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%
XPRO India Ltd
Ujjivan Small Finance Bank Ltd
Universal Cables Ltd
City Union Bank Ltd
Venus Pipes & Tubes Ltd
Top Sectors
—
Capital Goods · 22.92%
Consumer Services · 13.46%
Automobile and Auto Components · 12.68%
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%