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Citrus Midcap Marvels vs Citrus -Sector Leaders Fund

Citrus Midcap Marvels

Citrus -Sector Leaders Fund

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1 Month

−0.33%

2.91%

6 Months

18.87%

4.40%

1 Year

8.88%

7.01%

3 Years

5.83%

10.97%

5 Years

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Since Inception

5.95%

10.85%

Fund Age

3 yrs

AUM

₹34.2 Cr

₹47.29 Cr

Alpha – 1 Year

4.16%

7.36%

Alpha – 3 Years

−6.26%

1.97%

Information Ratio – 3 Years

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Volatility – 1 Year

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Volatility – 3 Years

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Beta – 1 Year

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Beta – 3 Years

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Sharpe Ratio – 1 Year

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Sharpe Ratio – 3 Years

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Worst Rolling Year

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Value at Worst Rolling Year

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Deepest Drawdown

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Recovery Period

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1-Year Rolling Windows Positive

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Median Rolling Year

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5-Year Rolling Windows Positive

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Market-Cap Mix

M 24% · S 69%

L 76% · M 4% · S 18%

Number of Stocks

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Portfolio P/E

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Top 5 Holdings

Jana Small Finance Bank Ltd · 5.14%

Deepak Fertilisers & Petrochemicals Corp Ltd · 4.81%

Thyrocare Technologies Ltd · 4.74%

Gokaldas Exports Ltd · 4.70%

PNB Housing Finance Ltd · 4.48%

ICICI Bank Ltd · 5.98%

Reliance Industries Ltd · 4.48%

HDFC Bank Ltd · 4.10%

Shilpa Medicare Ltd · 4.06%

Bank of Baroda · 3.98%

Top Sectors

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Fixed Fee

2.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

2% / 1% / –

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