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Citrus -Sector Leaders Fund vs EquiPoise Emerging Stars

Citrus -Sector Leaders Fund

EquiPoise Emerging Stars

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Growth of ₹1 Crore

Citrus -Sector Leaders Fund

EquiPoise Emerging Stars

Return for the risk

1 yr return

-5%

10%

15%

20%

NIFTY 50 Total Return Index · -0.3%

EquiPoise Emerging Stars

13.3% • vol 24%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

2.91%

5.56%

6 Months

4.40%

15.23%

1 Year

7.01%

13.25%

3 Years

10.97%

—

5 Years

—

Since Inception

10.85%

0.69%

Fund Age

3 yrs

19 mo

AUM

₹47.29 Cr

₹9.38 Cr

Alpha – 1 Year

7.36%

8.53%

Alpha – 3 Years

1.97%

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

23.97%

Volatility – 3 Years

—

Beta – 1 Year

—

1.23

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

0.41

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−19.23%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

L 76% · M 4% · S 18%

—

Number of Stocks

—

Portfolio P/E

—

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%

—

Top Sectors

—

Fixed Fee

2.50% / yr

2.00% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

3% / 2% / 1%

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