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Citrus -Index plus Fund vs Ocean-Avendus Olivo Core Equity Portfolio

Citrus -Index plus Fund

Ocean-Avendus Olivo Core Equity Portfolio

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Return for the risk

3 yrs return

10%

15%

Ocean-Avendus Olivo Core Equity Portfolio

9% • vol 15%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

0.83%

0.17%

6 Months

1.03%

−0.88%

1 Year

5.08%

−2.91%

3 Years

—

9.00%

5 Years

—

9.07%

Since Inception

2.08%

14.52%

Fund Age

2 yrs 3 mo

6 yrs 2 mo

AUM

₹2.33 Cr

₹209.81 Cr

Alpha – 1 Year

5.43%

−7.63%

Alpha – 3 Years

—

−3.09%

Information Ratio – 3 Years

—

-0.39

Volatility – 1 Year

—

14.71%

Volatility – 3 Years

—

15.04%

Beta – 1 Year

—

0.84

Beta – 3 Years

—

0.90

Sharpe Ratio – 1 Year

—

-0.49

Sharpe Ratio – 3 Years

—

0.35

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%

—

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%

—

Top Sectors

—

Fixed Fee

1.50% / yr

2.00% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

0% / 0% / 0%

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