Portfolio Management Services (PMS)Compare Schemes
Citrus Midcap Marvels vs Helios - India Rising PMS
Add SchemeGrowth of ₹1 Crore
Citrus Midcap Marvels
Helios - India Rising PMS
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%
0.02%
6 Months
18.87%
5.63%
1 Year
8.88%
4.60%
3 Years
5.83%
14.51%
5 Years
—
12.90%
Since Inception
5.95%
19.56%
Fund Age
3 yrs
6 yrs 4 mo
AUM
₹34.2 Cr
₹1,566.43 Cr
Alpha – 1 Year
4.16%
1.62%
Alpha – 3 Years
−6.26%
2.62%
Information Ratio – 3 Years
—
0.58
Volatility – 1 Year
—
21.65%
Volatility – 3 Years
—
16.64%
Beta – 1 Year
—
1.18
Beta – 3 Years
—
1.02
Sharpe Ratio – 1 Year
—
0.06
Sharpe Ratio – 3 Years
—
0.58
Worst Rolling Year
—
12.32%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
—
−20.60%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.14%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 24% · S 69%
L 41% · M 24% · S 29%
Number of Stocks
—
42
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 · 14.10%
ICICI Bank Ltd · 6.59%
State Bank of India · 6.23%
Bharti Airtel Ltd · 5.62%
HDFC Bank Ltd · 5.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
0% / 0% / 0%