Portfolio Management Services (PMS)Compare Schemes
Citrus Midcap Marvels vs Himalaya - EverFlow India Opportunities
Add SchemeGrowth of ₹1 Crore
Citrus Midcap Marvels
Himalaya - EverFlow India Opportunities
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.33%
2.85%
6 Months
18.87%
22.81%
1 Year
8.88%
15.74%
3 Years
5.83%
19.34%
5 Years
—
—
Since Inception
5.95%
24.49%
Fund Age
3 yrs
3 yrs 3 mo
AUM
₹34.2 Cr
₹446.96 Cr
Alpha – 1 Year
4.16%
11.02%
Alpha – 3 Years
−6.26%
7.25%
Information Ratio – 3 Years
—
0.86
Volatility – 1 Year
—
23.09%
Volatility – 3 Years
—
17.79%
Beta – 1 Year
—
1.11
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
—
0.51
Sharpe Ratio – 3 Years
—
0.79
Worst Rolling Year
—
19.32%
Value at Worst Rolling Year
—
₹1.19 Cr
Deepest Drawdown
—
−18.72%
Recovery Period
—
46 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.74%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 24% · S 69%
L 19% · S 80%
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%
—
Top Sectors
—
Financial Services · 25.49%
Healthcare · 24.18%
Consumer Services · 12.89%
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
—