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Citrus -Wealth Fusion Fund vs Omni Amrit Kaal

Citrus -Wealth Fusion Fund

Omni Amrit Kaal

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Growth of ₹1 Crore

Citrus -Wealth Fusion Fund

Omni Amrit Kaal

1 Month

2.61%

−3.46%

6 Months

5.28%

−0.33%

1 Year

11.57%

—

3 Years

—

5 Years

—

Since Inception

9.17%

−6.79%

Fund Age

15 mo

8 mo

AUM

₹6.05 Cr

₹0.99 Cr

Alpha – 1 Year

11.92%

—

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

Volatility – 3 Years

—

Beta – 1 Year

—

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

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%

L 20% · M 15% · S 65%

Number of Stocks

—

Portfolio P/E

—

11.24

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%

H.G. Infra Engineering Ltd · 2.35%

Mastek Ltd · 2.17%

Power Mech Projects Ltd · 2.17%

Central Bank of India · 2.17%

NLC India Ltd · 2.17%

Top Sectors

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Financial Services · 39.06%

Construction · 24.05%

Services · 13.02%

Fixed Fee

1.75% / yr

2.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

3% / 2% / 1%

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