Portfolio Management Services (PMS)Compare Schemes
Citrus Midcap Marvels vs KEDIA - Multi Cap
Add SchemeGrowth of ₹1 Crore
Citrus Midcap Marvels
KEDIA - Multi Cap
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%
2.23%
6 Months
18.87%
7.97%
1 Year
8.88%
6.21%
3 Years
5.83%
12.78%
5 Years
—
14.19%
Since Inception
5.95%
16.41%
Fund Age
3 yrs
7 yrs 3 mo
AUM
₹34.2 Cr
₹115.97 Cr
Alpha – 1 Year
4.16%
1.49%
Alpha – 3 Years
−6.26%
0.69%
Information Ratio – 3 Years
—
0.20
Volatility – 1 Year
—
15.75%
Volatility – 3 Years
—
15.69%
Beta – 1 Year
—
0.82
Beta – 3 Years
—
0.88
Sharpe Ratio – 1 Year
—
0.12
Sharpe Ratio – 3 Years
—
0.51
Worst Rolling Year
—
11.84%
Value at Worst Rolling Year
—
₹1.12 Cr
Deepest Drawdown
—
−23.37%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
21.02%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 24% · S 69%
—
Number of Stocks
—
35
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%
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 10%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
0% / 0% / 0%