Portfolio Management Services (PMS)Compare Schemes
Citrus Midcap Marvels vs SHREE RAMA MANAGERS - Shree Vriddhi Plan
Add SchemeGrowth of ₹1 Crore
Citrus Midcap Marvels
SHREE RAMA MANAGERS - Shree Vriddhi Plan
Return for the risk
3 yrs return
0%
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.33%
−3.00%
6 Months
18.87%
11.07%
1 Year
8.88%
9.25%
3 Years
5.83%
3.01%
5 Years
—
—
Since Inception
5.95%
10.50%
Fund Age
3 yrs
4 yrs 2 mo
AUM
₹34.2 Cr
₹74.56 Cr
Alpha – 1 Year
4.16%
6.27%
Alpha – 3 Years
−6.26%
−8.88%
Information Ratio – 3 Years
—
-0.48
Volatility – 1 Year
—
15.51%
Volatility – 3 Years
—
18.23%
Beta – 1 Year
—
0.71
Beta – 3 Years
—
0.88
Sharpe Ratio – 1 Year
—
0.29
Sharpe Ratio – 3 Years
—
-0.05
Worst Rolling Year
—
3.02%
Value at Worst Rolling Year
—
₹1.03 Cr
Deepest Drawdown
—
−41.63%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
9.99%
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%
—
Top Sectors
—
—
Fixed Fee
2.50% / yr
0.90% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
3% / 2% / 1%