Portfolio Management Services (PMS)Compare Schemes
Citrus Midcap Marvels vs TCG Transformative Growth Portfolio
Add SchemeGrowth of ₹1 Crore
Citrus Midcap Marvels
TCG Transformative Growth Portfolio
Return for the risk
1 yr return
0%
5%
10%
Nifty 500 · 4.7%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
−0.33%
2.52%
6 Months
18.87%
12.02%
1 Year
8.88%
4.98%
3 Years
5.83%
—
5 Years
—
—
Since Inception
5.95%
2.03%
Fund Age
3 yrs
1 yr 10 mo
AUM
₹34.2 Cr
₹167.29 Cr
Alpha – 1 Year
4.16%
0.26%
Alpha – 3 Years
−6.26%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
26.96%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.44
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.10
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−22.46%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
M 24% · S 69%
M 5% · S 94%
Number of Stocks
—
20
Portfolio P/E
—
37.20
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%
Equitas Small Finance Bank Ltd · 8.70%
ZF Commercial Vehicle Control System India Ltd · 7.59%
Intellect Design Arena Ltd · 6.10%
D B Corp Ltd · 6.08%
Shivalik Bimetal Controls Ltd · 5.83%
Top Sectors
—
Financial Services · 20.78%
Capital Goods · 20.46%
Automobile and Auto Components · 18.36%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
2.5% / 1.5% / 0%