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Citrus Midcap Marvels vs WhiteOak Capital Research Select Equity

Citrus Midcap Marvels

WhiteOak Capital Research Select Equity

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Growth of ₹1 Crore

Citrus Midcap Marvels

WhiteOak Capital Research Select Equity

Return for the risk

1 yr return

-5%

10%

Nifty 500 · 4.7%

WhiteOak Capital Research Select Equity

0.4% • vol 16.9%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

−0.33%

2.78%

6 Months

18.87%

1.92%

1 Year

8.88%

0.43%

3 Years

5.83%

—

5 Years

—

Since Inception

5.95%

6.17%

Fund Age

3 yrs

2 yrs 2 mo

AUM

₹34.2 Cr

₹22.98 Cr

Alpha – 1 Year

4.16%

−2.55%

Alpha – 3 Years

−6.26%

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

16.90%

Volatility – 3 Years

—

Beta – 1 Year

—

0.96

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

-0.22

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−16.17%

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%

L 61% · M 14% · S 21%

Number of Stocks

—

Portfolio P/E

—

31.26

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%

ICICI Bank Ltd · 9.83%

HDFC Bank Ltd · 7.49%

State Bank of India · 4.69%

Bharti Airtel Ltd · 4.63%

Torrent Pharmaceuticals Ltd · 3.98%

Top Sectors

—

Financial Services · 33.20%

Healthcare · 9.93%

Capital Goods · 8.37%

Fixed Fee

2.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

2% / 1% / –

0% / 0% / 0%

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