Portfolio Management Services (PMS)Compare Schemes
Citrus Midcap Marvels vs Karma - Wealth Builder
Add SchemeGrowth of ₹1 Crore
Citrus Midcap Marvels
Karma - Wealth Builder
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.33%
4.30%
6 Months
18.87%
9.50%
1 Year
8.88%
10.30%
3 Years
5.83%
13.40%
5 Years
—
13.85%
Since Inception
5.95%
12.90%
Fund Age
3 yrs
19 yrs 8 mo
AUM
₹34.2 Cr
₹295.65 Cr
Alpha – 1 Year
4.16%
5.60%
Alpha – 3 Years
−6.26%
1.30%
Information Ratio – 3 Years
—
0.46
Volatility – 1 Year
—
20.18%
Volatility – 3 Years
—
17.30%
Beta – 1 Year
—
1.09
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
—
0.32
Sharpe Ratio – 3 Years
—
0.49
Worst Rolling Year
—
-20.52%
Value at Worst Rolling Year
—
₹0.79 Cr
Deepest Drawdown
—
−12.92%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
82.46%
Median Rolling Year
—
16.95%
5-Year Rolling Windows Positive
—
98.31%
Market-Cap Mix
M 24% · S 69%
L 21% · M 15% · S 62%
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%
Jubilant Pharmova Ltd · 6.90%
Alivus Life Sciences Ltd · 6.80%
Varroc Engineering Ltd · 6.50%
Sansera Engineering Ltd · 6.40%
Tata Motors Ltd · 5.50%
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% / – / –