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Ambit Anchor vs Citrus -Index plus Fund

Ambit Anchor

Citrus -Index plus Fund

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1 Month

0.82%

0.83%

6 Months

5.27%

1.03%

1 Year

10.43%

5.08%

3 Years

—

5 Years

—

Since Inception

12.59%

2.08%

Fund Age

1 yr 10 mo

2 yrs 3 mo

AUM

₹146.15 Cr

₹2.33 Cr

Alpha – 1 Year

5.23%

5.43%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

Volatility – 3 Years

—

Beta – 1 Year

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

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L 55% · M 24% · S 14%

Number of Stocks

—

Portfolio P/E

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Top 5 Holdings

Earlysalary · 11.07%

Oxyzo · 9.57%

Keertana Finserv · 8.27%

Vivritri Capital · 8.04%

AYE Finance · 6.94%

Nippon India ETF Nifty 50 BeES · 35.21%

Motilal Oswal Nifty Midcap 150 Index Fund-Dir (G) · 16.07%

Motilal Oswal Nifty Smallcap 250 Index Fund-Dir(G) · 10.40%

Nippon India ETF Nifty IT · 6.11%

ICICI Pru Nifty Healthcare ETF · 5.17%

Top Sectors

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Fixed Fee

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1.50% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

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