Portfolio Management Services (PMS)Compare Schemes
Citrus Midcap Marvels vs Tulsian - PMS
Add SchemeGrowth of ₹1 Crore
Citrus Midcap Marvels
Tulsian - PMS
Return for the risk
3 yrs return
5%
10%
15%
20%
25%
Nifty 500 · 12.1%
20%
30%
40%
Volatility • 3 yrs deviation
1 Month
−0.33%
2.21%
6 Months
18.87%
21.04%
1 Year
8.88%
21.34%
3 Years
5.83%
19.08%
5 Years
—
23.67%
Since Inception
5.95%
—
Fund Age
3 yrs
6 yrs 4 mo
AUM
₹34.2 Cr
₹364.08 Cr
Alpha – 1 Year
4.16%
21.69%
Alpha – 3 Years
−6.26%
10.08%
Information Ratio – 3 Years
—
0.52
Volatility – 1 Year
—
32.28%
Volatility – 3 Years
—
28.08%
Beta – 1 Year
—
1.47
Beta – 3 Years
—
1.60
Sharpe Ratio – 1 Year
—
0.58
Sharpe Ratio – 3 Years
—
0.57
Worst Rolling Year
—
15.61%
Value at Worst Rolling Year
—
₹1.16 Cr
Deepest Drawdown
—
−31.98%
Recovery Period
—
457 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
28.21%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 24% · S 69%
L 90% · M 10%
Number of Stocks
—
—
Portfolio P/E
—
—
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%
Suzlon Energy Ltd · 10.00%
Hindustan Aeronautics Ltd · 10.00%
Tata Motors Passenger Vehicles Ltd · 10.00%
Mazagon Dock Shipbuilders Ltd · 10.00%
Vodafone Idea Ltd · 10.00%
Top Sectors
—
—
Fixed Fee
2.50% / yr
7.50% / yr
Performance Fee / Plan
Fixed Plan
13% of profit, above 0%
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
3% / 2% / 1%