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Citrus -Index plus Fund vs Prudent Equity Growth Strategy

Citrus -Index plus Fund

Prudent Equity Growth Strategy

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Growth of ₹1 Crore

Citrus -Index plus Fund

Prudent Equity Growth Strategy

Return for the risk

1 yr return

-5%

10%

NIFTY 50 Total Return Index · -0.3%

Prudent Equity Growth Strategy

3.9% • vol 22%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

0.83%

−2.67%

6 Months

1.03%

4.01%

1 Year

5.08%

3.88%

3 Years

—

5 Years

—

Since Inception

2.08%

−1.21%

Fund Age

2 yrs 3 mo

2 yrs 1 mo

AUM

₹2.33 Cr

₹29.71 Cr

Alpha – 1 Year

5.43%

−0.84%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

22.02%

Volatility – 3 Years

—

Beta – 1 Year

—

1.16

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

0.03

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−15.04%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

L 55% · M 24% · S 14%

M 9% · S 73%

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

1.00% / yr

Performance Fee / Plan

Fixed Plan

15% of profit

Exit Load (Y1 / Y2 / Y3)

—

3% / 0% / 0%

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