Portfolio Management Services (PMS)Compare Schemes
Citrus Midcap Marvels vs HSBC Aspire Portfolio
Add SchemeGrowth of ₹1 Crore
Citrus Midcap Marvels
HSBC Aspire Portfolio
Return for the risk
1 yr return
0%
5%
10%
15%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.33%
3.01%
6 Months
18.87%
10.30%
1 Year
8.88%
9.97%
3 Years
5.83%
—
5 Years
—
—
Since Inception
5.95%
11.50%
Fund Age
3 yrs
2 yrs 11 mo
AUM
₹34.2 Cr
₹52.29 Cr
Alpha – 1 Year
4.16%
5.25%
Alpha – 3 Years
−6.26%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
19.66%
Volatility – 3 Years
—
18.26%
Beta – 1 Year
—
1.10
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.31
Sharpe Ratio – 3 Years
—
0.41
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−23.91%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 24% · S 69%
L 16% · M 27% · S 52%
Number of Stocks
—
30
Portfolio P/E
—
30.87
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%
Max Financial Services Ltd · 5.56%
Manappuram Finance Ltd · 4.94%
Welspun Corp Ltd · 4.43%
Fortis Healthcare Ltd · 4.06%
Aadhar Housing Finance Ltd · 3.55%
Top Sectors
—
Financial Services · 26.93%
Capital Goods · 11.16%
Healthcare · 10.75%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
0% / 0% / 0%