Portfolio Management Services (PMS)Compare Schemes
Citrus Midcap Marvels vs Karma Capital Lotus
Add SchemeGrowth of ₹1 Crore
Citrus Midcap Marvels
Karma Capital Lotus
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%
2.20%
6 Months
18.87%
9.70%
1 Year
8.88%
10.00%
3 Years
5.83%
17.10%
5 Years
—
—
Since Inception
5.95%
23.10%
Fund Age
3 yrs
3 yrs 6 mo
AUM
₹34.2 Cr
₹24.16 Cr
Alpha – 1 Year
4.16%
5.30%
Alpha – 3 Years
−6.26%
5.00%
Information Ratio – 3 Years
—
0.96
Volatility – 1 Year
—
16.88%
Volatility – 3 Years
—
15.62%
Beta – 1 Year
—
0.95
Beta – 3 Years
—
0.93
Sharpe Ratio – 1 Year
—
0.34
Sharpe Ratio – 3 Years
—
0.81
Worst Rolling Year
—
16.97%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
—
−19.30%
Recovery Period
—
122 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
19.82%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 24% · S 69%
L 16% · M 17% · S 63%
Number of Stocks
—
—
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%
Alivus Life Sciences Ltd · 5.40%
Nuvama Wealth Management Ltd · 5.00%
Narayana Hrudayalaya Ltd · 5.00%
Sagility Ltd · 4.70%
Gujarat Pipavav Port Ltd · 4.70%
Top Sectors
—
—
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
1% / – / –