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Citrus -Sector Leaders Fund vs Dynamic Midcap Mavens

Citrus -Sector Leaders Fund

Dynamic Midcap Mavens

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Growth of ₹1 Crore

Citrus -Sector Leaders Fund

Dynamic Midcap Mavens

1 Month

2.91%

4.55%

6 Months

4.40%

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1 Year

7.01%

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3 Years

10.97%

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5 Years

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Since Inception

10.85%

8.03%

Fund Age

3 yrs

5 mo

AUM

₹47.29 Cr

₹2.59 Cr

Alpha – 1 Year

7.36%

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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

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Beta – 3 Years

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Sharpe Ratio – 1 Year

—

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%

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Number of Stocks

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Portfolio P/E

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47.71

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

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Performance Fee / Plan

Fixed Plan

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Exit Load (Y1 / Y2 / Y3)

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