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Citrus Midcap Marvels vs Dezerv Corporate Surplus Management Strategy

Citrus Midcap Marvels

Dezerv Corporate Surplus Management Strategy

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1 Month

−0.33%

0.64%

6 Months

18.87%

3.85%

1 Year

8.88%

7.82%

3 Years

5.83%

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5 Years

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Since Inception

5.95%

8.18%

Fund Age

3 yrs

1 yr 11 mo

AUM

₹34.2 Cr

₹268.89 Cr

Alpha – 1 Year

4.16%

2.62%

Alpha – 3 Years

−6.26%

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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

—

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%

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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%

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Top Sectors

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Fixed Fee

2.50% / yr

1.00% / yr

Performance Fee / Plan

Fixed Plan

10% of profit

Exit Load (Y1 / Y2 / Y3)

2% / 1% / –

0% / 0% / 0%

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