Portfolio Management Services (PMS)Compare Schemes
Citrus Midcap Marvels vs Emkay Investments - Indias Golden Decade of Growth
Add SchemeGrowth of ₹1 Crore
Citrus Midcap Marvels
Emkay Investments - Indias Golden Decade of Growth
Return for the risk
1 yr return
0%
5%
10%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.33%
2.09%
6 Months
18.87%
11.86%
1 Year
8.88%
5.85%
3 Years
5.83%
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5 Years
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Since Inception
5.95%
15.00%
Fund Age
3 yrs
2 yrs 10 mo
AUM
₹34.2 Cr
₹101.25 Cr
Alpha – 1 Year
4.16%
1.13%
Alpha – 3 Years
−6.26%
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Information Ratio – 3 Years
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Volatility – 1 Year
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21.08%
Volatility – 3 Years
—
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Beta – 1 Year
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1.15
Beta – 3 Years
—
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Sharpe Ratio – 1 Year
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0.12
Sharpe Ratio – 3 Years
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Worst Rolling Year
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Value at Worst Rolling Year
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Deepest Drawdown
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−17.28%
Recovery Period
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Not yet recovered
1-Year Rolling Windows Positive
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Median Rolling Year
—
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5-Year Rolling Windows Positive
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Market-Cap Mix
M 24% · S 69%
L 39% · M 19% · S 43%
Number of Stocks
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Portfolio P/E
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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%
ICICI Bank Ltd · 0.00%
Eternal Ltd · 0.00%
Nippon Life India Asset Management Ltd · 0.00%
Larsen & Toubro Ltd · 0.00%
Reliance Industries Ltd · 0.00%
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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