Portfolio Management Services (PMS)Compare Schemes
Citrus Midcap Marvels vs WhiteOak Capital Business Leaders
Add SchemeGrowth of ₹1 Crore
Citrus Midcap Marvels
WhiteOak Capital Business Leaders
Return for the risk
3 yrs return
5%
10%
15%
20%
Nifty 500 · 12.1%
0%
10%
20%
Volatility • 3 yrs deviation
1 Month
−0.33%
3.42%
6 Months
18.87%
2.89%
1 Year
8.88%
2.59%
3 Years
5.83%
10.39%
5 Years
—
8.86%
Since Inception
5.95%
11.13%
Fund Age
3 yrs
5 yrs 6 mo
AUM
₹34.2 Cr
₹63.54 Cr
Alpha – 1 Year
4.16%
−0.39%
Alpha – 3 Years
−6.26%
−1.50%
Information Ratio – 3 Years
—
-0.34
Volatility – 1 Year
—
16.68%
Volatility – 3 Years
—
13.79%
Beta – 1 Year
—
0.95
Beta – 3 Years
—
0.88
Sharpe Ratio – 1 Year
—
-0.09
Sharpe Ratio – 3 Years
—
0.40
Worst Rolling Year
—
6.98%
Value at Worst Rolling Year
—
₹1.07 Cr
Deepest Drawdown
—
−15.31%
Recovery Period
—
227 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
12.50%
5-Year Rolling Windows Positive
—
100.00%
Market-Cap Mix
M 24% · S 69%
L 69% · M 25% · S 5%
Number of Stocks
—
40
Portfolio P/E
—
30.67
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%
ICICI Bank Ltd · 9.92%
HDFC Bank Ltd · 7.54%
Bharti Airtel Ltd · 6.09%
State Bank of India · 4.33%
Nestle India Ltd · 4.12%
Top Sectors
—
Financial Services · 34.64%
Healthcare · 9.38%
Oil, Gas & Consumable Fuels · 6.89%
Fixed Fee
2.50% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
0% / 0% / 0%