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Citrus -Wealth Fusion Fund vs ProfitGate Classic Compounders Equity Strategy

Citrus -Wealth Fusion Fund

ProfitGate Classic Compounders Equity Strategy

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Return for the risk

1 yr return

-5%

10%

15%

NIFTY 50 Total Return Index · -0.3%

ProfitGate Classic Compounders Equity Strategy

10.8% • vol 21.9%

10%

20%

30%

Volatility • 1 yr deviation

1 Month

2.61%

6.18%

6 Months

5.28%

11.87%

1 Year

11.57%

10.80%

3 Years

—

5 Years

—

Since Inception

9.17%

15.20%

Fund Age

15 mo

3 yrs

AUM

₹6.05 Cr

₹683.44 Cr

Alpha – 1 Year

11.92%

6.08%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

21.88%

Volatility – 3 Years

—

Beta – 1 Year

—

1.09

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

0.33

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%

—

Top Sectors

—

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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