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Citrus -Wealth Fusion Fund vs Equirus Flexi Cap Fund

Citrus -Wealth Fusion Fund

Equirus Flexi Cap Fund

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Growth of ₹1 Crore

Citrus -Wealth Fusion Fund

Equirus Flexi Cap Fund

1 Month

2.61%

4.91%

6 Months

5.28%

10.01%

1 Year

11.57%

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3 Years

—

5 Years

—

Since Inception

9.17%

14.65%

Fund Age

15 mo

9 mo

AUM

₹6.05 Cr

₹122.25 Cr

Alpha – 1 Year

11.92%

—

Alpha – 3 Years

—

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

—

Market-Cap Mix

L 51% · M 20% · S 14%

L 27% · M 14% · S 55%

Number of Stocks

—

Portfolio P/E

—

31.90

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%

Thangamayil Jewellery Ltd · 7.86%

Blue Star Ltd · 5.43%

R R Kabel Ltd · 5.41%

United Foodbrands Ltd · 4.60%

Welspun Corp Ltd · 4.59%

Top Sectors

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Fixed Fee

1.75% / yr

2.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

2% / 1% / –

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