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Citrus Midcap Marvels vs INVESQ MULTICAP OPPORTUNITIES PORTFOLIO

Citrus Midcap Marvels

INVESQ MULTICAP OPPORTUNITIES PORTFOLIO

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Return for the risk

1 yr return

10%

Nifty 500 · 4.7%

INVESQ MULTICAP OPPORTUNITIES PORTFOLIO

3.8% • vol 22.2%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

−0.33%

1.52%

6 Months

18.87%

17.08%

1 Year

8.88%

3.81%

3 Years

5.83%

—

5 Years

—

Since Inception

5.95%

7.25%

Fund Age

3 yrs

2 yrs 4 mo

AUM

₹34.2 Cr

₹129.96 Cr

Alpha – 1 Year

4.16%

−0.91%

Alpha – 3 Years

−6.26%

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

22.22%

Volatility – 3 Years

—

Beta – 1 Year

—

1.11

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

0.03

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

M 24% · S 69%

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Number of Stocks

—

Portfolio P/E

—

36.26

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%

—

Top Sectors

—

Fixed Fee

2.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

2% / 1% / –

2% / 1% / 0%

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