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Citrus -Sector Leaders Fund vs Citrus -Wealth Fusion Fund

Citrus -Sector Leaders Fund

Citrus -Wealth Fusion Fund

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1 Month

2.91%

2.61%

6 Months

4.40%

5.28%

1 Year

7.01%

11.57%

3 Years

10.97%

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5 Years

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Since Inception

10.85%

9.17%

Fund Age

3 yrs

15 mo

AUM

₹47.29 Cr

₹6.05 Cr

Alpha – 1 Year

7.36%

11.92%

Alpha – 3 Years

1.97%

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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

—

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

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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

L 76% · M 4% · S 18%

L 51% · M 20% · S 14%

Number of Stocks

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Portfolio P/E

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Top 5 Holdings

ICICI Bank Ltd · 5.98%

Reliance Industries Ltd · 4.48%

HDFC Bank Ltd · 4.10%

Shilpa Medicare Ltd · 4.06%

Bank of Baroda · 3.98%

ICICI Pru Large Cap Fund (G) · 9.30%

Invesco India Large & Mid Cap Fund (G) · 7.50%

HDFC Mid Cap Fund - Direct (G) · 7.20%

ICICI Bank Ltd · 2.20%

Larsen & Toubro Ltd · 2.05%

Top Sectors

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Fixed Fee

2.50% / yr

1.75% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

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