Portfolio Management Services (PMS)Compare Schemes
Citrus Midcap Marvels vs IFM Largecap Fund
Add SchemeGrowth of ₹1 Crore
Citrus Midcap Marvels
IFM Largecap Fund
Return for the risk
1 yr return
-5%
0%
5%
10%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.33%
−0.16%
6 Months
18.87%
−3.46%
1 Year
8.88%
−0.34%
3 Years
5.83%
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5 Years
—
—
Since Inception
5.95%
−3.49%
Fund Age
3 yrs
14 mo
AUM
₹34.2 Cr
₹116.7 Cr
Alpha – 1 Year
4.16%
0.01%
Alpha – 3 Years
−6.26%
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Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
17.33%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.08
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
-0.24
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−16.91%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
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Market-Cap Mix
M 24% · S 69%
L 83% · M 6% · S 9%
Number of Stocks
—
26
Portfolio P/E
—
24.23
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%
ICICI Bank Ltd · 11.42%
HDFC Bank Ltd · 9.79%
Reliance Industries Ltd · 8.22%
Infosys Ltd · 6.55%
Bharti Airtel Ltd · 5.79%
Top Sectors
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Financial Services · 48.00%
Information Technology · 9.07%
Oil, Gas & Consumable Fuels · 8.22%
Fixed Fee
2.50% / yr
1.25% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
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