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Citrus Midcap Marvels vs Sincere - Fixed Income plus Fund

Citrus Midcap Marvels

Sincere - Fixed Income plus Fund

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Growth of ₹1 Crore

Citrus Midcap Marvels

Sincere - Fixed Income plus Fund

Return for the risk

3 yrs return

10%

15%

20%

Nifty 500 · 12.1%

Sincere - Fixed Income plus Fund

7.5% • vol 5.2%

10%

20%

Volatility • 3 yrs deviation

1 Month

−0.33%

2.31%

6 Months

18.87%

2.53%

1 Year

8.88%

6.47%

3 Years

5.83%

7.48%

5 Years

—

Since Inception

5.95%

8.12%

Fund Age

3 yrs

3 yrs 3 mo

AUM

₹34.2 Cr

₹32.76 Cr

Alpha – 1 Year

4.16%

−0.39%

Alpha – 3 Years

−6.26%

−3.56%

Information Ratio – 3 Years

—

-0.35

Volatility – 1 Year

—

5.60%

Volatility – 3 Years

—

5.15%

Beta – 1 Year

—

0.43

Beta – 3 Years

—

0.49

Sharpe Ratio – 1 Year

—

0.22

Sharpe Ratio – 3 Years

—

0.41

Worst Rolling Year

—

6.82%

Value at Worst Rolling Year

—

₹1.07 Cr

Deepest Drawdown

—

−8.35%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

7.67%

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

1.75% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

2% / 1% / –

3% / 2% / 1%

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