Portfolio Management Services (PMS)Compare Schemes
Citrus Midcap Marvels vs First Global - The India Super 50
Add SchemeGrowth of ₹1 Crore
Citrus Midcap Marvels
First Global - The India Super 50
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.33%
0.48%
6 Months
18.87%
0.17%
1 Year
8.88%
1.53%
3 Years
5.83%
6.30%
5 Years
—
7.16%
Since Inception
5.95%
16.58%
Fund Age
3 yrs
6 yrs 6 mo
AUM
₹34.2 Cr
₹182.72 Cr
Alpha – 1 Year
4.16%
−3.19%
Alpha – 3 Years
−6.26%
−5.79%
Information Ratio – 3 Years
—
-1.15
Volatility – 1 Year
—
17.17%
Volatility – 3 Years
—
15.94%
Beta – 1 Year
—
0.97
Beta – 3 Years
—
0.99
Sharpe Ratio – 1 Year
—
-0.13
Sharpe Ratio – 3 Years
—
0.13
Worst Rolling Year
—
6.16%
Value at Worst Rolling Year
—
₹1.06 Cr
Deepest Drawdown
—
−24.43%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
15.55%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 24% · S 69%
—
Number of Stocks
—
60
Portfolio P/E
—
19.43
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%
Nippon India ETF Nifty Bank BeES · 5.17%
Torrent Pharmaceuticals Ltd · 4.30%
ICICI Bank Ltd · 3.49%
TVS Motor Company Ltd · 3.24%
Tech Mahindra Ltd · 2.88%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
0% / 0% / 0%