Portfolio Management Services (PMS)Compare Schemes
Citrus Midcap Marvels vs Equirus Flexi Cap Fund
Add SchemeGrowth of ₹1 Crore
Citrus Midcap Marvels
Equirus Flexi Cap Fund
1 Month
−0.33%
4.91%
6 Months
18.87%
10.01%
1 Year
8.88%
—
3 Years
5.83%
—
5 Years
—
—
Since Inception
5.95%
14.65%
Fund Age
3 yrs
9 mo
AUM
₹34.2 Cr
₹122.25 Cr
Alpha – 1 Year
4.16%
—
Alpha – 3 Years
−6.26%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
—
Volatility – 3 Years
—
—
Beta – 1 Year
—
—
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
—
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 24% · S 69%
L 27% · M 14% · S 55%
Number of Stocks
—
33
Portfolio P/E
—
31.90
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%
Thangamayil Jewellery Ltd · 7.86%
Blue Star Ltd · 5.43%
R R Kabel Ltd · 5.41%
United Foodbrands Ltd · 4.60%
Welspun Corp Ltd · 4.59%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
2% / 1% / –