Portfolio Management Services (PMS)Compare Schemes
Citrus -Wealth Fusion Fund vs East Green-Agile Strategy
Add SchemeGrowth of ₹1 Crore
Citrus -Wealth Fusion Fund
East Green-Agile Strategy
Return for the risk
3 yrs return
10%
15%
20%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.61%
1.90%
6 Months
5.28%
23.62%
1 Year
11.57%
21.42%
3 Years
—
14.56%
5 Years
—
—
Since Inception
9.17%
16.17%
Fund Age
15 mo
3 yrs 1 mo
AUM
₹6.05 Cr
₹77.6 Cr
Alpha – 1 Year
11.92%
16.70%
Alpha – 3 Years
—
2.47%
Information Ratio – 3 Years
—
0.32
Volatility – 1 Year
—
21.73%
Volatility – 3 Years
—
20.33%
Beta – 1 Year
—
1.06
Beta – 3 Years
—
1.05
Sharpe Ratio – 1 Year
—
0.76
Sharpe Ratio – 3 Years
—
0.52
Worst Rolling Year
—
14.63%
Value at Worst Rolling Year
—
₹1.15 Cr
Deepest Drawdown
—
−24.36%
Recovery Period
—
487 days
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.67%
5-Year Rolling Windows Positive
—
—
Market-Cap Mix
L 51% · M 20% · S 14%
—
Number of Stocks
—
—
Portfolio P/E
—
—
Top 5 Holdings
ICICI Pru Large Cap Fund (G) · 9.30%
Invesco India Large & Mid Cap Fund (G) · 7.50%
HDFC Mid Cap Fund - Direct (G) · 7.20%
ICICI Bank Ltd · 2.20%
Larsen & Toubro Ltd · 2.05%
—
Top Sectors
—
—
Fixed Fee
1.75% / yr
1.75% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
1% / 0% / 0%