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Citrus -Index plus Fund vs SHREE RAMA MANAGERS - Shree Vriddhi Plan

Citrus -Index plus Fund

SHREE RAMA MANAGERS - Shree Vriddhi Plan

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Growth of ₹1 Crore

Citrus -Index plus Fund

SHREE RAMA MANAGERS - Shree Vriddhi Plan

Return for the risk

3 yrs return

10%

SHREE RAMA MANAGERS - Shree Vriddhi Plan

3% • vol 18.2%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

0.83%

−3.00%

6 Months

1.03%

11.07%

1 Year

5.08%

9.25%

3 Years

—

3.01%

5 Years

—

Since Inception

2.08%

10.50%

Fund Age

2 yrs 3 mo

4 yrs 2 mo

AUM

₹2.33 Cr

₹74.56 Cr

Alpha – 1 Year

5.43%

6.27%

Alpha – 3 Years

—

−8.88%

Information Ratio – 3 Years

—

-0.48

Volatility – 1 Year

—

15.51%

Volatility – 3 Years

—

18.23%

Beta – 1 Year

—

0.71

Beta – 3 Years

—

0.88

Sharpe Ratio – 1 Year

—

0.29

Sharpe Ratio – 3 Years

—

-0.05

Worst Rolling Year

—

3.02%

Value at Worst Rolling Year

—

₹1.03 Cr

Deepest Drawdown

—

−41.63%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

9.99%

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

0.90% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

3% / 2% / 1%

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