Portfolio Management Services (PMS)Compare Schemes
Citrus Midcap Marvels vs Wave-Bloom
Add SchemeGrowth of ₹1 Crore
Citrus Midcap Marvels
Wave-Bloom
Return for the risk
1 yr return
-5%
0%
5%
10%
Nifty 500 · 4.7%
0%
10%
20%
Volatility • 1 yr deviation
1 Month
−0.33%
−0.67%
6 Months
18.87%
−7.55%
1 Year
8.88%
0.34%
3 Years
5.83%
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5 Years
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Since Inception
5.95%
12.70%
Fund Age
3 yrs
2 yrs 3 mo
AUM
₹34.2 Cr
₹7.52 Cr
Alpha – 1 Year
4.16%
−2.64%
Alpha – 3 Years
−6.26%
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Information Ratio – 3 Years
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Volatility – 1 Year
—
8.98%
Volatility – 3 Years
—
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Beta – 1 Year
—
0.39
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
-0.50
Sharpe Ratio – 3 Years
—
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Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
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−10.25%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
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Median Rolling Year
—
—
5-Year Rolling Windows Positive
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Market-Cap Mix
M 24% · S 69%
L 71% · M 18% · S 10%
Number of Stocks
—
10
Portfolio P/E
—
15.00
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%
Kotak Mahindra Bank Ltd · 0.00%
HDFC Bank Ltd · 0.00%
Axis Bank Ltd · 0.00%
Nippon India ETF Hang Seng BeES · 0.00%
HDFC Life Insurance Company Ltd · 0.00%
Top Sectors
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Fixed Fee
2.50% / yr
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Performance Fee / Plan
Fixed Plan
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Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
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