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Citrus -Wealth Fusion Fund vs Polaris Human Plus Machine Converged Equity Strategy

Citrus -Wealth Fusion Fund

Polaris Human Plus Machine Converged Equity Strategy

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Growth of ₹1 Crore

Citrus -Wealth Fusion Fund

Polaris Human Plus Machine Converged Equity Strategy

1 Month

2.61%

9.44%

6 Months

5.28%

2.42%

1 Year

11.57%

1.29%

3 Years

—

5 Years

—

Since Inception

9.17%

23.68%

Fund Age

15 mo

4 mo

AUM

₹6.05 Cr

₹2.91 Cr

Alpha – 1 Year

11.92%

0.33%

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%

M 5% · S 92%

Number of Stocks

—

Portfolio P/E

—

67.46

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%

Shilpa Medicare Ltd · 11.42%

Cash & Cash Equivalent · 7.83%

Himadri Speciality Chemical Ltd · 7.42%

Sheela Foam Ltd · 6.84%

Rubicon Research Ltd · 6.78%

Top Sectors

—

Healthcare · 31.15%

Capital Goods · 20.12%

Chemicals · 13.97%

Fixed Fee

1.75% / yr

0.50% / yr

Performance Fee / Plan

Fixed Plan

Exit Load (Y1 / Y2 / Y3)

—

0% / 0% / 0%

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