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Citrus -Wealth Fusion Fund vs ICICI Prudential PMS Emerging Leaders Strategy

Citrus -Wealth Fusion Fund

ICICI Prudential PMS Emerging Leaders Strategy

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Growth of ₹1 Crore

Citrus -Wealth Fusion Fund

ICICI Prudential PMS Emerging Leaders Strategy

Return for the risk

1 yr return

-5%

10%

15%

20%

NIFTY 50 Total Return Index · -0.3%

ICICI Prudential PMS Emerging Leaders Strategy

12.1% • vol 16%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

2.61%

1.66%

6 Months

5.28%

4.68%

1 Year

11.57%

12.13%

3 Years

—

5 Years

—

Since Inception

9.17%

10.02%

Fund Age

15 mo

2 yrs 6 mo

AUM

₹6.05 Cr

₹267.19 Cr

Alpha – 1 Year

11.92%

7.41%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

16.03%

Volatility – 3 Years

—

Beta – 1 Year

—

0.91

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

0.46

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−11.86%

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%

L 3% · M 61% · S 32%

Number of Stocks

—

Portfolio P/E

—

28.06

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%

FSN E-Commerce Ventures Ltd · 5.29%

Jindal Stainless Ltd · 4.78%

Jindal Steel Ltd · 3.99%

Sarda Energy & Minerals Ltd · 3.59%

National Aluminium Company Ltd · 3.54%

Top Sectors

—

Fixed Fee

1.75% / yr

2.25% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

1% / 0% / 0%

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