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Citrus -Wealth Fusion Fund vs Prabhudas Lilladher - Trinity

Citrus -Wealth Fusion Fund

Prabhudas Lilladher - Trinity

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Growth of ₹1 Crore

Citrus -Wealth Fusion Fund

Prabhudas Lilladher - Trinity

1 Month

2.61%

10.07%

6 Months

5.28%

—

1 Year

11.57%

—

3 Years

—

5 Years

—

Since Inception

9.17%

10.03%

Fund Age

15 mo

1 mo

AUM

₹6.05 Cr

—

Alpha – 1 Year

11.92%

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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

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Median Rolling Year

—

5-Year Rolling Windows Positive

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Market-Cap Mix

L 51% · M 20% · S 14%

L 33% · M 14% · S 52%

Number of Stocks

—

Portfolio P/E

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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%

Jayaswal Neco Industries Ltd · 7.16%

KIOCL Ltd · 6.81%

Hindustan Copper Ltd · 6.56%

IRM Energy Ltd · 5.73%

JSW Steel Ltd · 4.96%

Top Sectors

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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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