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Citrus -Wealth Fusion Fund vs MoneyBee-QUEENBEE

Citrus -Wealth Fusion Fund

MoneyBee-QUEENBEE

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Return for the risk

1 yr return

-10%

-5%

NIFTY 50 Total Return Index · -0.3%

MoneyBee-QUEENBEE

-2.5% • vol 31.4%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

2.61%

1.65%

6 Months

5.28%

18.05%

1 Year

11.57%

−2.50%

3 Years

—

11.39%

5 Years

—

20.90%

Since Inception

9.17%

19.45%

Fund Age

15 mo

19 yrs 2 mo

AUM

₹6.05 Cr

₹108.27 Cr

Alpha – 1 Year

11.92%

−6.26%

Alpha – 3 Years

—

0.49%

Information Ratio – 3 Years

—

Volatility – 1 Year

—

31.36%

Volatility – 3 Years

—

Beta – 1 Year

—

1.61

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

-0.11

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%

Deep Industries Ltd · 24.32%

K.P. Energy Ltd · 14.58%

Suyog Telematics Ltd · 6.69%

Tejas Networks Ltd · 6.15%

Kilburn Engineering Ltd · 5.22%

Top Sectors

—

Fixed Fee

1.75% / yr

1.00% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

0% / 0% / 0%

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