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Citrus -Sector Leaders Fund vs Omni Barons

Citrus -Sector Leaders Fund

Omni Barons

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Growth of ₹1 Crore

Citrus -Sector Leaders Fund

Omni Barons

1 Month

2.91%

−1.38%

6 Months

4.40%

5.97%

1 Year

7.01%

—

3 Years

10.97%

—

5 Years

—

Since Inception

10.85%

6.30%

Fund Age

3 yrs

8 mo

AUM

₹47.29 Cr

₹0.57 Cr

Alpha – 1 Year

7.36%

—

Alpha – 3 Years

1.97%

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

Volatility – 3 Years

—

Beta – 1 Year

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

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%

L 27% · M 40% · S 33%

Number of Stocks

—

Portfolio P/E

—

9.23

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%

Power Finance Corporation Ltd · 6.70%

IDFC First Bank Ltd · 6.70%

Union Bank of India · 6.70%

Indian Bank · 6.70%

Central Bank of India · 6.70%

Top Sectors

—

Financial Services · 73.20%

Power · 13.40%

Capital Goods · 6.70%

Fixed Fee

2.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

3% / 2% / 1%

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