Portfolio Management Services (PMS)Compare Schemes
Citrus Midcap Marvels vs Geojit - Ethical Portfolio
Add SchemeGrowth of ₹1 Crore
Citrus Midcap Marvels
Geojit - Ethical Portfolio
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%
1.73%
6 Months
18.87%
9.02%
1 Year
8.88%
1.62%
3 Years
5.83%
4.68%
5 Years
—
—
Since Inception
5.95%
5.77%
Fund Age
3 yrs
4 yrs 7 mo
AUM
₹34.2 Cr
₹13.09 Cr
Alpha – 1 Year
4.16%
−3.10%
Alpha – 3 Years
−6.26%
−7.41%
Information Ratio – 3 Years
—
-1.02
Volatility – 1 Year
—
18.69%
Volatility – 3 Years
—
17.05%
Beta – 1 Year
—
0.99
Beta – 3 Years
—
1.00
Sharpe Ratio – 1 Year
—
-0.11
Sharpe Ratio – 3 Years
—
0.01
Worst Rolling Year
—
2.83%
Value at Worst Rolling Year
—
₹1.03 Cr
Deepest Drawdown
—
−28.39%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
7.57%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 24% · S 69%
L 33% · M 17% · S 45%
Number of Stocks
—
30
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%
CG Power & Industrial Solutions Ltd · 5.45%
Hero MotoCorp Ltd · 4.98%
Hindustan Unilever Ltd · 4.10%
Pondy Oxides & Chemicals Ltd · 4.08%
Nestle India Ltd · 4.04%
Top Sectors
—
Capital Goods · 21.40%
Fast Moving Consumer Goods · 19.05%
Automobile and Auto Components · 14.58%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
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