Portfolio Management Services (PMS)Compare Schemes
Citrus Midcap Marvels vs Maxiom PMS - CORAL Cyclical
Add SchemeReturn for the risk
1 yr return
0%
5%
10%
Nifty 500 · 4.7%
10%
20%
30%
Volatility • 1 yr deviation
1 Month
−0.33%
−0.48%
6 Months
18.87%
−2.46%
1 Year
8.88%
5.63%
3 Years
5.83%
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5 Years
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Since Inception
5.95%
1.03%
Fund Age
3 yrs
3 yrs
AUM
₹34.2 Cr
₹2.06 Cr
Alpha – 1 Year
4.16%
5.98%
Alpha – 3 Years
−6.26%
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Information Ratio – 3 Years
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Volatility – 1 Year
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16.61%
Volatility – 3 Years
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Beta – 1 Year
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1.00
Beta – 3 Years
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Sharpe Ratio – 1 Year
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-0.24
Sharpe Ratio – 3 Years
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Worst Rolling Year
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Value at Worst Rolling Year
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Deepest Drawdown
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Recovery Period
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1-Year Rolling Windows Positive
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Median Rolling Year
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5-Year Rolling Windows Positive
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Market-Cap Mix
M 24% · S 69%
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Number of Stocks
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Portfolio P/E
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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 Pru Nifty Oil & Gas ETF · 16.66%
ICICI Pru Nifty Infrastructure ETF · 16.66%
Kotak Nifty Bank ETF · 16.66%
Kotak Nifty IT ETF · 16.66%
Mirae Asset Nifty India Manufacturing ETF · 16.66%
Top Sectors
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Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
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