Portfolio Management Services (PMS)Compare Schemes
Citrus Midcap Marvels vs Right Horizons - Supervalue Aggressive
Add SchemeGrowth of ₹1 Crore
Citrus Midcap Marvels
Right Horizons - Supervalue Aggressive
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%
2.93%
6 Months
18.87%
19.55%
1 Year
8.88%
11.69%
3 Years
5.83%
15.46%
5 Years
—
—
Since Inception
5.95%
23.05%
Fund Age
3 yrs
3 yrs 4 mo
AUM
₹34.2 Cr
₹95.08 Cr
Alpha – 1 Year
4.16%
8.71%
Alpha – 3 Years
−6.26%
3.58%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
—
27.25%
Volatility – 3 Years
—
23.29%
Beta – 1 Year
—
1.44
Beta – 3 Years
—
1.22
Sharpe Ratio – 1 Year
—
0.33
Sharpe Ratio – 3 Years
—
0.66
Worst Rolling Year
—
15.47%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
—
−32.01%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
17.67%
5-Year Rolling Windows Positive
—
—
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%
Sky Gold & Diamonds Ltd · 9.78%
Nuvama Wealth Management Ltd · 7.04%
KEI Industries Ltd · 5.98%
Yatharth Hospital & Trauma Care Services Ltd · 5.73%
V2 Retail Ltd · 5.11%
Top Sectors
—
—
Fixed Fee
2.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
20% of profit, above 8%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
3% / 2% / 1%