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Citrus -Index plus Fund vs Dezerv Alpha Focus Strategy

Citrus -Index plus Fund

Dezerv Alpha Focus Strategy

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1 Month

0.83%

3.60%

6 Months

1.03%

14.05%

1 Year

5.08%

15.60%

3 Years

—

19.68%

5 Years

—

Since Inception

2.08%

23.29%

Fund Age

2 yrs 3 mo

3 yrs 4 mo

AUM

₹2.33 Cr

₹1,227.61 Cr

Alpha – 1 Year

5.43%

10.88%

Alpha – 3 Years

—

7.59%

Information Ratio – 3 Years

—

Volatility – 1 Year

—

Volatility – 3 Years

—

Beta – 1 Year

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

Sharpe Ratio – 3 Years

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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

L 55% · M 24% · S 14%

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Number of Stocks

—

Portfolio P/E

—

Top 5 Holdings

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%

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Top Sectors

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Fixed Fee

1.50% / yr

1.00% / yr

Performance Fee / Plan

Fixed Plan

10% of profit

Exit Load (Y1 / Y2 / Y3)

—

0% / 0% / 0%

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