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Citrus -Wealth Fusion Fund vs THINQWISE INDIA LONG TERM FUND

Citrus -Wealth Fusion Fund

THINQWISE INDIA LONG TERM FUND

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Growth of ₹1 Crore

Citrus -Wealth Fusion Fund

THINQWISE INDIA LONG TERM FUND

Return for the risk

3 yrs return

10%

15%

THINQWISE INDIA LONG TERM FUND

8.8% • vol 20%

10%

20%

30%

Volatility • 3 yrs deviation

1 Month

2.61%

−0.86%

6 Months

5.28%

8.56%

1 Year

11.57%

5.56%

3 Years

—

8.84%

5 Years

—

Since Inception

9.17%

10.12%

Fund Age

15 mo

3 yrs 2 mo

AUM

₹6.05 Cr

₹45.94 Cr

Alpha – 1 Year

11.92%

5.91%

Alpha – 3 Years

—

−0.16%

Information Ratio – 3 Years

—

0.15

Volatility – 1 Year

—

23.84%

Volatility – 3 Years

—

20.02%

Beta – 1 Year

—

1.25

Beta – 3 Years

—

1.03

Sharpe Ratio – 1 Year

—

0.12

Sharpe Ratio – 3 Years

—

0.26

Worst Rolling Year

—

7.39%

Value at Worst Rolling Year

—

₹1.07 Cr

Deepest Drawdown

—

−26.84%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

100.00%

Median Rolling Year

—

9.37%

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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