Portfolio Management Services (PMS)Compare Schemes
Citrus Midcap Marvels vs Right Horizons - India Business Leaders
Add SchemeGrowth of ₹1 Crore
Citrus Midcap Marvels
Right Horizons - India Business Leaders
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%
3.11%
6 Months
18.87%
4.12%
1 Year
8.88%
−0.25%
3 Years
5.83%
10.95%
5 Years
—
10.56%
Since Inception
5.95%
10.62%
Fund Age
3 yrs
13 yrs 8 mo
AUM
₹34.2 Cr
₹41.22 Cr
Alpha – 1 Year
4.16%
0.18%
Alpha – 3 Years
−6.26%
2.39%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
—
20.61%
Volatility – 3 Years
—
17.57%
Beta – 1 Year
—
1.24
Beta – 3 Years
—
1.19
Sharpe Ratio – 1 Year
—
-0.18
Sharpe Ratio – 3 Years
—
0.46
Worst Rolling Year
—
-10.52%
Value at Worst Rolling Year
—
₹0.89 Cr
Deepest Drawdown
—
−22.41%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
93.48%
Median Rolling Year
—
12.26%
5-Year Rolling Windows Positive
—
99.05%
Market-Cap Mix
M 24% · S 69%
L 70% · M 29%
Number of Stocks
—
25
Portfolio P/E
—
36.71
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%
Polycab India Ltd · 8.19%
Interglobe Aviation Ltd · 6.79%
ICICI Bank Ltd · 6.23%
Mahindra & Mahindra Ltd · 5.93%
Coforge Ltd · 5.37%
Top Sectors
—
Financial Services · 25.55%
Capital Goods · 16.03%
Services · 9.28%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
2% / 1% / 0%