Portfolio Management Services (PMS)Compare Schemes
Citrus Midcap Marvels vs InCred Capital - Healthcare PMS
Add SchemeGrowth of ₹1 Crore
Citrus Midcap Marvels
InCred Capital - Healthcare PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.33%
4.22%
6 Months
18.87%
14.78%
1 Year
8.88%
3.60%
3 Years
5.83%
26.42%
5 Years
—
15.65%
Since Inception
5.95%
19.18%
Fund Age
3 yrs
5 yrs 5 mo
AUM
₹34.2 Cr
₹730.87 Cr
Alpha – 1 Year
4.16%
0.62%
Alpha – 3 Years
−6.26%
14.53%
Information Ratio – 3 Years
—
0.84
Volatility – 1 Year
—
21.03%
Volatility – 3 Years
—
18.57%
Beta – 1 Year
—
0.98
Beta – 3 Years
—
0.72
Sharpe Ratio – 1 Year
—
0.01
Sharpe Ratio – 3 Years
—
1.08
Worst Rolling Year
—
8.04%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
—
−22.15%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
26.18%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 24% · S 69%
L 11% · M 7% · S 82%
Number of Stocks
—
17
Portfolio P/E
—
52.34
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%
Healthcare Global Enterprises Ltd · 14.95%
Thyrocare Technologies Ltd · 9.22%
FDC Ltd · 6.77%
Jubilant Pharmova Ltd · 6.67%
Jeena Sikho Lifecare Ltd · 6.65%
Top Sectors
—
Healthcare · 84.78%
Consumer Services · 9.64%
Chemicals · 4.79%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
2% / 1% / 0%