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Citrus Midcap Marvels vs Qode All Weather

Citrus Midcap Marvels

Qode All Weather

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Growth of ₹1 Crore

Citrus Midcap Marvels

Qode All Weather

Return for the risk

1 yr return

10%

15%

20%

25%

30%

35%

Nifty 500 · 4.7%

Qode All Weather

29.8% • vol 10.4%

10%

20%

Volatility • 1 yr deviation

1 Month

−0.33%

2.03%

6 Months

18.87%

2.88%

1 Year

8.88%

29.75%

3 Years

5.83%

—

5 Years

—

Since Inception

5.95%

23.85%

Fund Age

3 yrs

1 yr 9 mo

AUM

₹34.2 Cr

₹195.05 Cr

Alpha – 1 Year

4.16%

30.10%

Alpha – 3 Years

−6.26%

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

10.42%

Volatility – 3 Years

—

Beta – 1 Year

—

0.12

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

2.07

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−8.29%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

M 24% · S 69%

—

Number of Stocks

—

Portfolio P/E

—

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

0.00% / yr

Performance Fee / Plan

Fixed Plan

15% of profit, above 10%

Exit Load (Y1 / Y2 / Y3)

2% / 1% / –

0% / 0% / 0%

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