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Citrus -Wealth Fusion Fund vs Ionic Allocate Portfolio - Moderate

Citrus -Wealth Fusion Fund

Ionic Allocate Portfolio - Moderate

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Growth of ₹1 Crore

Citrus -Wealth Fusion Fund

Ionic Allocate Portfolio - Moderate

Return for the risk

1 yr return

-5%

10%

15%

20%

25%

30%

NIFTY 50 Total Return Index · -0.3%

Ionic Allocate Portfolio - Moderate

24.2% • vol 12.1%

10%

20%

Volatility • 1 yr deviation

1 Month

2.61%

1.04%

6 Months

5.28%

1.10%

1 Year

11.57%

24.19%

3 Years

—

5 Years

—

Since Inception

9.17%

23.57%

Fund Age

15 mo

AUM

₹6.05 Cr

₹82.05 Cr

Alpha – 1 Year

11.92%

23.04%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

12.05%

Volatility – 3 Years

—

Beta – 1 Year

—

0.84

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

1.42

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−11.46%

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%

ICICI Pru Equity Savings Fund - Dir (G) · 8.57%

Indus Infra Trust · 7.59%

IndiGrid Infrastructure Trust · 7.03%

Mirae Asset Gold ETF · 6.09%

UTI-Nifty200 Momentum 30 Index Fund - Direct (G) · 5.70%

Top Sectors

—

Fixed Fee

1.75% / yr

1.25% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

1% / – / –

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