Portfolio Management Services (PMS)Compare Schemes
Citrus Midcap Marvels vs Emkay SMID Cap Growth Engine Portfolio
Add SchemeGrowth of ₹1 Crore
Citrus Midcap Marvels
Emkay SMID Cap Growth Engine Portfolio
Return for the risk
1 yr return
0%
5%
10%
Nifty 500 · 4.7%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
−0.33%
1.20%
6 Months
18.87%
13.72%
1 Year
8.88%
3.07%
3 Years
5.83%
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5 Years
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Since Inception
5.95%
−0.94%
Fund Age
3 yrs
14 mo
AUM
₹34.2 Cr
₹136.71 Cr
Alpha – 1 Year
4.16%
−1.65%
Alpha – 3 Years
−6.26%
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Information Ratio – 3 Years
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Volatility – 1 Year
—
26.76%
Volatility – 3 Years
—
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Beta – 1 Year
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1.44
Beta – 3 Years
—
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Sharpe Ratio – 1 Year
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0.05
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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−22.05%
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%
M 20% · S 80%
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%
Aegis Vopak Terminals Ltd · 0.00%
IndusInd Bank Ltd · 0.00%
Max Financial Services Ltd · 0.00%
Styrenix Performance Materials Ltd · 0.00%
Lumax Auto Technologies Ltd · 0.00%
Top Sectors
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Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
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