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Citrus Midcap Marvels vs Money Life - Mas Growth
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Citrus Midcap Marvels
Money Life - Mas Growth
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Return for the risk
3Y
1Y
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
Money Life - Mas Growth
14.8% • vol 21.1%
10%
20%
30%
Volatility • 3 yrs deviation
Overview
1 Month
−0.33%
2.70%
6 Months
18.87%
18.50%
1 Year
8.88%
9.19%
3 Years
5.83%
14.83%
5 Years
—
14.00%
Since Inception
5.95%
21.97%
Fund Age
3 yrs
6 yrs 10 mo
AUM
₹34.2 Cr
₹147.62 Cr
Outerperformance
Alpha – 1 Year
4.16%
9.54%
Alpha – 3 Years
−6.26%
5.83%
Information Ratio – 3 Years
—
0.34
Risk Ratios
Volatility – 1 Year
—
19.11%
Volatility – 3 Years
—
21.05%
Beta – 1 Year
—
0.83
Beta – 3 Years
—
0.91
Sharpe Ratio – 1 Year
—
0.27
Sharpe Ratio – 3 Years
—
0.51
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
—
Recovery Period
—
—
Consistency
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Portfolio
Market-Cap Mix
M 24% · S 69%
—
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%
—
Top Sectors
—
—
Fees
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
0% / 0% / 0%
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