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Citrus -Wealth Fusion Fund vs Lighthouse Canton Sectoral Shift Strategy

Citrus -Wealth Fusion Fund

Lighthouse Canton Sectoral Shift Strategy

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Growth of ₹1 Crore

Citrus -Wealth Fusion Fund

Lighthouse Canton Sectoral Shift Strategy

1 Month

2.61%

0.09%

6 Months

5.28%

−2.66%

1 Year

11.57%

—

3 Years

—

5 Years

—

Since Inception

9.17%

2.35%

Fund Age

15 mo

11 mo

AUM

₹6.05 Cr

₹22.93 Cr

Alpha – 1 Year

11.92%

—

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

19.73%

Volatility – 3 Years

—

Beta – 1 Year

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

-0.01

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−14.37%

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%

Nippon India ETF Nifty Bank BeES · 24.38%

Mirae Asset Nifty India Manufacturing ETF · 21.50%

Motilal Oswal Nifty Capital Market ETF · 18.35%

Top Sectors

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Fixed Fee

1.75% / yr

1.00% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

1% / – / –

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