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Citrus Midcap Marvels vs Sundaram Alternate - SISOP
Add SchemeGrowth of ₹1 Crore
Citrus Midcap Marvels
Sundaram Alternate - SISOP
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
30%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.33%
5.72%
6 Months
18.87%
23.48%
1 Year
8.88%
38.68%
3 Years
5.83%
26.01%
5 Years
—
16.58%
Since Inception
5.95%
18.98%
Fund Age
3 yrs
16 yrs 6 mo
AUM
₹34.2 Cr
₹1,885.18 Cr
Alpha – 1 Year
4.16%
33.96%
Alpha – 3 Years
−6.26%
13.92%
Information Ratio – 3 Years
—
1.27
Volatility – 1 Year
—
28.06%
Volatility – 3 Years
—
20.41%
Beta – 1 Year
—
1.39
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
—
1.12
Sharpe Ratio – 3 Years
—
1.06
Worst Rolling Year
—
-4.06%
Value at Worst Rolling Year
—
₹0.96 Cr
Deepest Drawdown
—
−18.24%
Recovery Period
—
60 days
1-Year Rolling Windows Positive
—
98.28%
Median Rolling Year
—
16.41%
5-Year Rolling Windows Positive
—
99.28%
Market-Cap Mix
M 24% · S 69%
L 40% · M 32% · S 24%
Number of Stocks
—
28
Portfolio P/E
—
45.86
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%
MTAR Technologies Ltd · 6.15%
GE Vernova T&D India Ltd · 5.74%
Titan Company Ltd · 5.51%
Mahindra & Mahindra Ltd · 5.41%
Cholamandalam Investment & Finance Company Ltd · 5.19%
Top Sectors
—
Capital Goods · 39.07%
Financial Services · 22.11%
Automobile and Auto Components · 9.93%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
1% / 0% / 0%