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Citrus -Index plus Fund vs Pace - Secure

Citrus -Index plus Fund

Pace - Secure

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Growth of ₹1 Crore

Citrus -Index plus Fund

Pace - Secure

Return for the risk

3 yrs return

10%

15%

Pace - Secure

10.6% • vol 3.4%

10%

Volatility • 3 yrs deviation

1 Month

0.83%

−0.11%

6 Months

1.03%

2.89%

1 Year

5.08%

7.86%

3 Years

—

10.62%

5 Years

—

10.19%

Since Inception

2.08%

9.46%

Fund Age

2 yrs 3 mo

5 yrs 7 mo

AUM

₹2.33 Cr

₹158.06 Cr

Alpha – 1 Year

5.43%

−1.70%

Alpha – 3 Years

—

0.86%

Information Ratio – 3 Years

—

0.37

Volatility – 1 Year

—

1.80%

Volatility – 3 Years

—

3.43%

Beta – 1 Year

—

0.81

Beta – 3 Years

—

0.63

Sharpe Ratio – 1 Year

—

1.30

Sharpe Ratio – 3 Years

—

1.53

Worst Rolling Year

—

8.14%

Value at Worst Rolling Year

—

₹1.08 Cr

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

11.61%

5-Year Rolling Windows Positive

—

100.00%

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

2.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

2% / 0% / 0%

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