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Citrus Midcap Marvels vs MoneyGrow Asset-Small Midcap

Citrus Midcap Marvels

MoneyGrow Asset-Small Midcap

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Growth of ₹1 Crore

Citrus Midcap Marvels

MoneyGrow Asset-Small Midcap

Return for the risk

1 yr return

10%

15%

20%

25%

Nifty 500 · 4.7%

MoneyGrow Asset-Small Midcap

21.1% • vol 56.8%

50%

60%

70%

Volatility • 1 yr deviation

1 Month

−0.33%

7.59%

6 Months

18.87%

40.12%

1 Year

8.88%

21.10%

3 Years

5.83%

—

5 Years

—

Since Inception

5.95%

20.13%

Fund Age

3 yrs

2 yrs 8 mo

AUM

₹34.2 Cr

₹150.76 Cr

Alpha – 1 Year

4.16%

21.45%

Alpha – 3 Years

−6.26%

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

56.76%

Volatility – 3 Years

—

Beta – 1 Year

—

2.39

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

0.48

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−38.85%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

M 24% · S 69%

S 96%

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

—

Fixed Fee

2.50% / yr

2.00% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

2% / 1% / –

3% / 2% / 1%

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