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Citrus -Wealth Fusion Fund vs EquiPoise New India Opportunities

Citrus -Wealth Fusion Fund

EquiPoise New India Opportunities

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Growth of ₹1 Crore

Citrus -Wealth Fusion Fund

EquiPoise New India Opportunities

Return for the risk

1 yr return

-5%

10%

15%

NIFTY 50 Total Return Index · -0.3%

EquiPoise New India Opportunities

9.9% • vol 19.6%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

2.61%

3.18%

6 Months

5.28%

8.17%

1 Year

11.57%

9.87%

3 Years

—

5 Years

—

Since Inception

9.17%

2.94%

Fund Age

15 mo

19 mo

AUM

₹6.05 Cr

₹65.36 Cr

Alpha – 1 Year

11.92%

5.15%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

19.65%

Volatility – 3 Years

—

Beta – 1 Year

—

1.08

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

0.31

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−15.54%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

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

2.00% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

3% / 2% / 1%

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