Portfolio Management Services (PMS)Compare Schemes
Citrus Midcap Marvels vs Stallion Asset - Core Fund
Add SchemeGrowth of ₹1 Crore
Citrus Midcap Marvels
Stallion Asset - Core Fund
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
35%
40%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.33%
3.93%
6 Months
18.87%
25.32%
1 Year
8.88%
18.21%
3 Years
5.83%
32.70%
5 Years
—
23.63%
Since Inception
5.95%
28.38%
Fund Age
3 yrs
7 yrs 10 mo
AUM
₹34.2 Cr
₹8,686.39 Cr
Alpha – 1 Year
4.16%
13.49%
Alpha – 3 Years
−6.26%
20.61%
Information Ratio – 3 Years
—
1.92
Volatility – 1 Year
—
22.97%
Volatility – 3 Years
—
19.40%
Beta – 1 Year
—
1.12
Beta – 3 Years
—
0.98
Sharpe Ratio – 1 Year
—
0.61
Sharpe Ratio – 3 Years
—
1.30
Worst Rolling Year
—
17.00%
Value at Worst Rolling Year
—
₹1.17 Cr
Deepest Drawdown
—
−22.23%
Recovery Period
—
227 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
30.47%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 24% · S 69%
L 37% · M 30% · S 25%
Number of Stocks
—
43
Portfolio P/E
—
62.25
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%
Eternal Ltd
HFCL Ltd
BSE Ltd
Kalyan Jewellers India Ltd
Apollo Hospitals Enterprise Ltd
Top Sectors
—
Consumer Services · 21.77%
Financial Services · 13.46%
Capital Goods · 9.54%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
2% / 0% / 0%