Portfolio Management Services (PMS)Compare Schemes
Citrus Midcap Marvels vs NAFA CLEAN TECH PORTFOLIO
Add SchemeGrowth of ₹1 Crore
Citrus Midcap Marvels
NAFA CLEAN TECH PORTFOLIO
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.33%
−2.26%
6 Months
18.87%
9.35%
1 Year
8.88%
10.43%
3 Years
5.83%
15.16%
5 Years
—
—
Since Inception
5.95%
21.24%
Fund Age
3 yrs
4 yrs 11 mo
AUM
₹34.2 Cr
₹16.88 Cr
Alpha – 1 Year
4.16%
8.57%
Alpha – 3 Years
−6.26%
3.08%
Information Ratio – 3 Years
—
0.34
Volatility – 1 Year
—
33.08%
Volatility – 3 Years
—
27.65%
Beta – 1 Year
—
1.54
Beta – 3 Years
—
1.38
Sharpe Ratio – 1 Year
—
0.28
Sharpe Ratio – 3 Years
—
0.51
Worst Rolling Year
—
12.88%
Value at Worst Rolling Year
—
₹1.13 Cr
Deepest Drawdown
—
−32.66%
Recovery Period
—
436 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
24.61%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 24% · S 69%
L 9% · M 17% · S 71%
Number of Stocks
—
16
Portfolio P/E
—
48.24
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%
Amagi Media Labs Ltd · 11.48%
Indian Energy Exchange Ltd · 10.38%
Precision Camshafts Ltd · 9.51%
Hitachi Energy India Ltd · 8.21%
Go Fashion (India) Ltd · 7.88%
Top Sectors
—
Capital Goods · 27.35%
Automobile and Auto Components · 20.97%
Information Technology · 15.21%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
1% / 0% / 0%