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Citrus -Sector Leaders Fund vs Pluswealth Fusion

Citrus -Sector Leaders Fund

Pluswealth Fusion

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Growth of ₹1 Crore

Citrus -Sector Leaders Fund

Pluswealth Fusion

1 Month

2.91%

2.74%

6 Months

4.40%

1.11%

1 Year

7.01%

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3 Years

10.97%

—

5 Years

—

Since Inception

10.85%

9.14%

Fund Age

3 yrs

10 mo

AUM

₹47.29 Cr

₹29.92 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

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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

2.00% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

1% / 0% / 0%

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