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Citrus -Sector Leaders Fund vs FIRST--Aggressive strategy

Citrus -Sector Leaders Fund

FIRST--Aggressive strategy

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Return for the risk

1 yr return

-5%

10%

15%

NIFTY 50 Total Return Index · -0.3%

FIRST--Aggressive strategy

9.5% • vol 0.9%

10%

Volatility • 1 yr deviation

1 Month

2.91%

0.88%

6 Months

4.40%

4.66%

1 Year

7.01%

9.49%

3 Years

10.97%

—

5 Years

—

Since Inception

10.85%

10.59%

Fund Age

3 yrs

2 yrs 4 mo

AUM

₹47.29 Cr

₹70.89 Cr

Alpha – 1 Year

7.36%

4.29%

Alpha – 3 Years

1.97%

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

0.86%

Volatility – 3 Years

—

Beta – 1 Year

—

0.22

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

4.61

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

Recovery Period

—

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

L 76% · M 4% · S 18%

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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%

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Top Sectors

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Fixed Fee

2.50% / yr

1.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

3% / 2% / 1%

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