Portfolio Management Services (PMS)Compare Schemes
Citrus Midcap Marvels vs Solidarity Advisors - Prudence
Add SchemeGrowth of ₹1 Crore
Citrus Midcap Marvels
Solidarity Advisors - Prudence
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.33%
8.45%
6 Months
18.87%
29.49%
1 Year
8.88%
37.09%
3 Years
5.83%
18.49%
5 Years
—
12.39%
Since Inception
5.95%
18.64%
Fund Age
3 yrs
10 yrs 3 mo
AUM
₹34.2 Cr
₹1,760.35 Cr
Alpha – 1 Year
4.16%
32.37%
Alpha – 3 Years
−6.26%
6.40%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
—
25.02%
Volatility – 3 Years
—
18.27%
Beta – 1 Year
—
1.22
Beta – 3 Years
—
0.89
Sharpe Ratio – 1 Year
—
1.18
Sharpe Ratio – 3 Years
—
0.74
Worst Rolling Year
—
-0.28%
Value at Worst Rolling Year
—
₹1.00 Cr
Deepest Drawdown
—
−13.15%
Recovery Period
—
44 days
1-Year Rolling Windows Positive
—
99.89%
Median Rolling Year
—
16.20%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 24% · S 69%
L 11% · S 71%
Number of Stocks
—
13
Portfolio P/E
—
41.36
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%
Yasho Industries Ltd · 13.57%
OTHER SECURITIES · 12.97%
HDFC Bank Ltd · 8.53%
Neogen Chemicals Ltd · 7.79%
Shivalik Bimetal Controls Ltd · 7.61%
Top Sectors
—
Capital Goods · 23.99%
Chemicals · 21.36%
Automobile and Auto Components · 14.13%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
0% / 0% / 0%