Compare Schemes

Citrus -Wealth Fusion Fund vs FIRST--Moderate strategy

Citrus -Wealth Fusion Fund

FIRST--Moderate strategy

Add Scheme

Return for the risk

1 yr return

-5%

10%

15%

NIFTY 50 Total Return Index · -0.3%

FIRST--Moderate strategy

8.7% • vol 0.8%

10%

Volatility • 1 yr deviation

1 Month

2.61%

0.61%

6 Months

5.28%

4.10%

1 Year

11.57%

8.70%

3 Years

—

5 Years

—

Since Inception

9.17%

9.63%

Fund Age

15 mo

2 yrs 4 mo

AUM

₹6.05 Cr

₹98.62 Cr

Alpha – 1 Year

11.92%

3.50%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

0.83%

Volatility – 3 Years

—

Beta – 1 Year

—

0.26

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

3.58

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 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

1.00% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

2% / 1% / –

Let's start a
conversation

Compare this PMS against 3,000+ others with our research desk
Build a long-term portfolio around your goals, not a one-off buy
Experts with decades of experience.

Private. Personal. No obligation.

We will only use these details to contact you about this enquiry. No spam.