Portfolio Management Services (PMS)Compare Schemes
Citrus Midcap Marvels vs IFM Alphaedge Growth Fund
Add SchemeGrowth of ₹1 Crore
Citrus Midcap Marvels
IFM Alphaedge Growth Fund
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%
1.32%
6 Months
18.87%
7.54%
1 Year
8.88%
8.20%
3 Years
5.83%
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5 Years
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Since Inception
5.95%
2.83%
Fund Age
3 yrs
14 mo
AUM
₹34.2 Cr
₹18.5 Cr
Alpha – 1 Year
4.16%
3.48%
Alpha – 3 Years
−6.26%
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Information Ratio – 3 Years
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Volatility – 1 Year
—
18.53%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.05
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.23
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−14.67%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
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Median Rolling Year
—
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5-Year Rolling Windows Positive
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Market-Cap Mix
M 24% · S 69%
L 47% · M 18% · S 29%
Number of Stocks
—
15
Portfolio P/E
—
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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%
Bandhan Small Cap Fund - Direct (G) · 20.24%
HDFC Flexi Cap Fund - Direct (G) · 18.90%
Invesco India Smal Cap Fund - Direct (G) · 15.52%
Kotak Nifty Financial Services Ex-Bank Index Fund-Dir (G) · 12.88%
ICICI Pru Nifty Bank ETF · 8.59%
Top Sectors
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Financial Services · 41.94%
Healthcare · 9.00%
Consumer Services · 5.06%
Fixed Fee
2.50% / yr
0.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
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