Portfolio Management Services (PMS)Compare Schemes
Citrus Midcap Marvels vs Tamohara - TRUFFLE
Add SchemeGrowth of ₹1 Crore
Citrus Midcap Marvels
Tamohara - TRUFFLE
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%
8.72%
6 Months
18.87%
28.59%
1 Year
8.88%
28.02%
3 Years
5.83%
18.67%
5 Years
—
17.18%
Since Inception
5.95%
20.03%
Fund Age
3 yrs
5 yrs 4 mo
AUM
₹34.2 Cr
₹221.27 Cr
Alpha – 1 Year
4.16%
28.37%
Alpha – 3 Years
−6.26%
9.68%
Information Ratio – 3 Years
—
0.87
Volatility – 1 Year
—
22.32%
Volatility – 3 Years
—
17.88%
Beta – 1 Year
—
1.03
Beta – 3 Years
—
0.95
Sharpe Ratio – 1 Year
—
0.99
Sharpe Ratio – 3 Years
—
0.81
Worst Rolling Year
—
13.69%
Value at Worst Rolling Year
—
₹1.14 Cr
Deepest Drawdown
—
−20.50%
Recovery Period
—
429 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
18.30%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 24% · S 69%
L 19% · M 4% · S 74%
Number of Stocks
—
29
Portfolio P/E
—
37.50
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%
Thyrocare Technologies Ltd · 6.77%
Shivalik Bimetal Controls Ltd · 6.09%
Acutaas Chemicals Ltd · 6.00%
Neuland Laboratories Ltd · 5.78%
Kotak Mahindra Bank Ltd · 5.54%
Top Sectors
—
Healthcare · 31.31%
Capital Goods · 19.65%
Financial Services · 17.57%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
1% / – / –