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Citrus -Sector Leaders Fund vs Dezerv Dynamic Debt Strategy

Citrus -Sector Leaders Fund

Dezerv Dynamic Debt Strategy

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1 Month

2.91%

0.82%

6 Months

4.40%

4.85%

1 Year

7.01%

10.04%

3 Years

10.97%

10.45%

5 Years

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Since Inception

10.85%

10.05%

Fund Age

3 yrs

2 yrs 6 mo

AUM

₹47.29 Cr

₹286.26 Cr

Alpha – 1 Year

7.36%

4.84%

Alpha – 3 Years

1.97%

3.56%

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

—

Sharpe Ratio – 1 Year

—

Sharpe Ratio – 3 Years

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Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

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Median Rolling Year

—

5-Year Rolling Windows Positive

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Market-Cap Mix

L 76% · M 4% · S 18%

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Number of Stocks

—

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%

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Top Sectors

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Fixed Fee

2.50% / yr

1.00% / yr

Performance Fee / Plan

Fixed Plan

10% of profit

Exit Load (Y1 / Y2 / Y3)

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0% / 0% / 0%

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