Portfolio Management Services (PMS)Compare Schemes
Citrus Midcap Marvels vs Unifi APJ 20*
Add SchemeGrowth of ₹1 Crore
Citrus Midcap Marvels
Unifi APJ 20*
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−0.33%
3.07%
6 Months
18.87%
13.63%
1 Year
8.88%
10.76%
3 Years
5.83%
13.00%
5 Years
—
13.13%
Since Inception
5.95%
20.07%
Fund Age
3 yrs
10 yrs 11 mo
AUM
₹34.2 Cr
₹942.94 Cr
Alpha – 1 Year
4.16%
6.04%
Alpha – 3 Years
−6.26%
0.91%
Information Ratio – 3 Years
—
0.27
Volatility – 1 Year
—
18.61%
Volatility – 3 Years
—
17.55%
Beta – 1 Year
—
1.02
Beta – 3 Years
—
1.01
Sharpe Ratio – 1 Year
—
0.35
Sharpe Ratio – 3 Years
—
0.49
Worst Rolling Year
—
-10.32%
Value at Worst Rolling Year
—
₹0.90 Cr
Deepest Drawdown
—
−17.59%
Recovery Period
—
518 days
1-Year Rolling Windows Positive
—
95.82%
Median Rolling Year
—
19.87%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 24% · S 69%
L 15% · M 3% · S 82%
Number of Stocks
—
—
Portfolio P/E
—
21.50
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%
Redington Ltd · 6.70%
State Bank of India · 4.80%
AAVAS Financiers Ltd · 4.50%
Sagility Ltd · 4.40%
South Indian Bank Ltd · 4.30%
Top Sectors
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—
Fixed Fee
2.50% / yr
—
Performance Fee / Plan
Fixed Plan
—
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
—