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Citrus -Index plus Fund vs Omni Amrit Kaal

Citrus -Index plus Fund

Omni Amrit Kaal

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Growth of ₹1 Crore

Citrus -Index plus Fund

Omni Amrit Kaal

1 Month

0.83%

−3.46%

6 Months

1.03%

−0.33%

1 Year

5.08%

—

3 Years

—

5 Years

—

Since Inception

2.08%

−6.79%

Fund Age

2 yrs 3 mo

8 mo

AUM

₹2.33 Cr

₹0.99 Cr

Alpha – 1 Year

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

L 55% · M 24% · S 14%

L 20% · M 15% · S 65%

Number of Stocks

—

Portfolio P/E

—

11.24

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%

H.G. Infra Engineering Ltd · 2.35%

Mastek Ltd · 2.17%

Power Mech Projects Ltd · 2.17%

Central Bank of India · 2.17%

NLC India Ltd · 2.17%

Top Sectors

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Financial Services · 39.06%

Construction · 24.05%

Services · 13.02%

Fixed Fee

1.50% / yr

2.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

3% / 2% / 1%

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