Portfolio Management Services (PMS)Compare Schemes
Citrus -Wealth Fusion Fund vs Emkay SMID Cap Growth Engine Portfolio
Add SchemeGrowth of ₹1 Crore
Citrus -Wealth Fusion Fund
Emkay SMID Cap Growth Engine Portfolio
Return for the risk
1 yr return
-5%
0%
5%
10%
NIFTY 50 Total Return Index · -0.3%
20%
30%
40%
Volatility • 1 yr deviation
1 Month
2.61%
1.20%
6 Months
5.28%
13.72%
1 Year
11.57%
3.07%
3 Years
—
—
5 Years
—
—
Since Inception
9.17%
−0.94%
Fund Age
15 mo
14 mo
AUM
₹6.05 Cr
₹136.71 Cr
Alpha – 1 Year
11.92%
−1.65%
Alpha – 3 Years
—
—
Information Ratio – 3 Years
—
—
Volatility – 1 Year
—
26.76%
Volatility – 3 Years
—
—
Beta – 1 Year
—
1.44
Beta – 3 Years
—
—
Sharpe Ratio – 1 Year
—
0.05
Sharpe Ratio – 3 Years
—
—
Worst Rolling Year
—
—
Value at Worst Rolling Year
—
—
Deepest Drawdown
—
−22.05%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
—
Median Rolling Year
—
—
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 51% · M 20% · S 14%
M 20% · S 80%
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
ICICI Pru Large Cap Fund (G) · 9.30%
Invesco India Large & Mid Cap Fund (G) · 7.50%
HDFC Mid Cap Fund - Direct (G) · 7.20%
ICICI Bank Ltd · 2.20%
Larsen & Toubro Ltd · 2.05%
Aegis Vopak Terminals Ltd · 0.00%
IndusInd Bank Ltd · 0.00%
Max Financial Services Ltd · 0.00%
Styrenix Performance Materials Ltd · 0.00%
Lumax Auto Technologies Ltd · 0.00%
Top Sectors
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—
Fixed Fee
1.75% / yr
2.50% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
—