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Citrus -Index plus Fund vs FIRST--Conservative strategy

Citrus -Index plus Fund

FIRST--Conservative strategy

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Return for the risk

1 yr return

-5%

10%

15%

NIFTY 50 Total Return Index · -0.3%

FIRST--Conservative strategy

7.9% • vol 1%

10%

Volatility • 1 yr deviation

1 Month

0.83%

0.40%

6 Months

1.03%

3.69%

1 Year

5.08%

7.91%

3 Years

—

5 Years

—

Since Inception

2.08%

8.72%

Fund Age

2 yrs 3 mo

2 yrs 2 mo

AUM

₹2.33 Cr

₹14.07 Cr

Alpha – 1 Year

5.43%

2.71%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

1.00%

Volatility – 3 Years

—

Beta – 1 Year

—

0.34

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

2.29

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

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

—

Fixed Fee

1.50% / yr

0.75% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

1% / – / –

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