Portfolio Management Services (PMS)Compare Schemes
Citrus -Wealth Fusion Fund vs MOAT - Special Opportunities Fund
Add SchemeGrowth of ₹1 Crore
Citrus -Wealth Fusion Fund
MOAT - Special Opportunities Fund
Return for the risk
3 yrs return
0%
5%
10%
15%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
2.61%
2.77%
6 Months
5.28%
8.02%
1 Year
11.57%
5.50%
3 Years
—
7.60%
5 Years
—
9.19%
Since Inception
9.17%
14.35%
Fund Age
15 mo
5 yrs 9 mo
AUM
₹6.05 Cr
₹11.85 Cr
Alpha – 1 Year
11.92%
0.78%
Alpha – 3 Years
—
−4.49%
Information Ratio – 3 Years
—
-0.44
Volatility – 1 Year
—
20.18%
Volatility – 3 Years
—
17.74%
Beta – 1 Year
—
1.11
Beta – 3 Years
—
1.06
Sharpe Ratio – 1 Year
—
0.10
Sharpe Ratio – 3 Years
—
0.27
Worst Rolling Year
—
7.60%
Value at Worst Rolling Year
—
₹1.08 Cr
Deepest Drawdown
—
−24.84%
Recovery Period
—
Not yet recovered
1-Year Rolling Windows Positive
—
100.00%
Median Rolling Year
—
14.22%
5-Year Rolling Windows Positive
—
100.00%
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%
Cash & Cash Equivalent · 9.14%
HDFC Bank Ltd · 7.48%
V I P Industries Ltd · 5.54%
Hindustan Unilever Ltd · 4.49%
Cummins India Ltd · 4.48%
Top Sectors
—
—
Fixed Fee
1.75% / yr
2.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
—
0% / 0% / 0%