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Ambit Anchor vs Citrus -Wealth Fusion Fund

Ambit Anchor

Citrus -Wealth Fusion Fund

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1 Month

0.82%

2.61%

6 Months

5.27%

5.28%

1 Year

10.43%

11.57%

3 Years

—

5 Years

—

Since Inception

12.59%

9.17%

Fund Age

1 yr 10 mo

15 mo

AUM

₹146.15 Cr

₹6.05 Cr

Alpha – 1 Year

5.23%

11.92%

Alpha – 3 Years

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Information Ratio – 3 Years

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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

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Market-Cap Mix

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L 51% · M 20% · 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%

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%

Top Sectors

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Fixed Fee

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1.75% / yr

Performance Fee / Plan

—

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

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