Portfolio Management Services (PMS)Compare Schemes
Citrus Midcap Marvels vs Estee Advisors - Long Alpha
Add SchemeGrowth of ₹1 Crore
Citrus Midcap Marvels
Estee Advisors - Long Alpha
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.33%
2.02%
6 Months
18.87%
3.65%
1 Year
8.88%
3.23%
3 Years
5.83%
14.74%
5 Years
—
14.10%
Since Inception
5.95%
17.53%
Fund Age
3 yrs
7 yrs 11 mo
AUM
₹34.2 Cr
₹54.28 Cr
Alpha – 1 Year
4.16%
−1.49%
Alpha – 3 Years
−6.26%
2.65%
Information Ratio – 3 Years
—
0.42
Volatility – 1 Year
—
16.98%
Volatility – 3 Years
—
19.62%
Beta – 1 Year
—
0.94
Beta – 3 Years
—
1.15
Sharpe Ratio – 1 Year
—
-0.05
Sharpe Ratio – 3 Years
—
0.58
Worst Rolling Year
—
16.92%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
—
−25.33%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
29.71%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 24% · S 69%
—
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%
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.40% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
0% / 0% / 0%