Portfolio Management Services (PMS)Compare Schemes
Citrus Midcap Marvels vs Equitree - Emerging Opportunities
Add SchemeGrowth of ₹1 Crore
Citrus Midcap Marvels
Equitree - Emerging Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.33%
−3.81%
6 Months
18.87%
10.86%
1 Year
8.88%
−4.49%
3 Years
5.83%
22.00%
5 Years
—
21.09%
Since Inception
5.95%
7.35%
Fund Age
3 yrs
8 yrs 9 mo
AUM
₹34.2 Cr
₹1,454.75 Cr
Alpha – 1 Year
4.16%
−7.47%
Alpha – 3 Years
−6.26%
10.11%
Information Ratio – 3 Years
—
0.32
Volatility – 1 Year
—
31.30%
Volatility – 3 Years
—
27.30%
Beta – 1 Year
—
1.42
Beta – 3 Years
—
1.22
Sharpe Ratio – 1 Year
—
-0.18
Sharpe Ratio – 3 Years
—
0.66
Worst Rolling Year
—
-30.88%
Value at Worst Rolling Year
—
₹0.69 Cr
Deepest Drawdown
—
−34.06%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
83.55%
Median Rolling Year
—
31.74%
5-Year Rolling Windows Positive
—
82.61%
Market-Cap Mix
M 24% · S 69%
L 0% · S 88%
Number of Stocks
—
—
Portfolio P/E
—
—
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%
Cash & Cash Equivalent · 16.58%
Shakti Pumps (India) Ltd · 13.38%
S P Apparels Ltd · 7.10%
Shree Pushkar Chemicals & Fertilizers Ltd · 6.77%
Talbros Automotive Components Ltd · 5.91%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
0% / 0% / 0%