Portfolio Management Services (PMS)Compare Schemes
Citrus Midcap Marvels vs Xylem Maverick Strategy
Add SchemeGrowth of ₹1 Crore
Citrus Midcap Marvels
Xylem Maverick Strategy
Return for the risk
1 yr return
0%
5%
10%
15%
20%
25%
30%
35%
Nifty 500 · 4.7%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
−0.33%
9.42%
6 Months
18.87%
52.78%
1 Year
8.88%
27.27%
3 Years
5.83%
—
5 Years
—
—
Since Inception
5.95%
23.72%
Fund Age
3 yrs
19 mo
AUM
₹34.2 Cr
₹71.55 Cr
Alpha – 1 Year
4.16%
22.55%
Alpha – 3 Years
−6.26%
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
31.93%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.29
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.74
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−27.01%
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%
S 96%
Number of Stocks
—
19
Portfolio P/E
—
39.65
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%
Diamond Power Infrastructure Ltd · 7.96%
Shilpa Medicare Ltd · 7.08%
Nazara Technologies Ltd · 6.87%
Jyoti CNC Automation Ltd · 6.44%
Sudarshan Chemical Industries Ltd · 6.10%
Top Sectors
—
Capital Goods · 25.19%
Chemicals · 14.10%
Healthcare · 12.77%
Fixed Fee
2.50% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Variable Plan
Exit Load (Y1 / Y2 / Y3)
2% / 1% / –
0% / 0% / 0%