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Citrus -Wealth Fusion Fund vs Xylem Maverick Strategy

Citrus -Wealth Fusion Fund

Xylem Maverick Strategy

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Growth of ₹1 Crore

Citrus -Wealth Fusion Fund

Xylem Maverick Strategy

Return for the risk

1 yr return

-5%

10%

15%

20%

25%

30%

35%

NIFTY 50 Total Return Index · -0.3%

Xylem Maverick Strategy

27.3% • vol 31.9%

20%

30%

40%

Volatility • 1 yr deviation

1 Month

2.61%

9.42%

6 Months

5.28%

52.78%

1 Year

11.57%

27.27%

3 Years

—

5 Years

—

Since Inception

9.17%

23.72%

Fund Age

15 mo

19 mo

AUM

₹6.05 Cr

₹71.55 Cr

Alpha – 1 Year

11.92%

22.55%

Alpha – 3 Years

—

Information Ratio – 3 Years

—

Volatility – 1 Year

—

31.93%

Volatility – 3 Years

—

Beta – 1 Year

—

1.29

Beta – 3 Years

—

Sharpe Ratio – 1 Year

—

0.74

Sharpe Ratio – 3 Years

—

Worst Rolling Year

—

Value at Worst Rolling Year

—

Deepest Drawdown

—

−27.01%

Recovery Period

—

Not yet recovered

1-Year Rolling Windows Positive

—

Median Rolling Year

—

5-Year Rolling Windows Positive

—

Market-Cap Mix

L 51% · M 20% · S 14%

S 96%

Number of Stocks

—

Portfolio P/E

—

39.65

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%

Diamond Power Infrastructure Ltd · 7.96%

Shilpa Medicare Ltd · 7.08%

Nazara Technologies Ltd · 6.87%

Jyoti CNC Automation Ltd · 6.44%

Sudarshan Chemical Industries Ltd · 6.10%

Top Sectors

—

Capital Goods · 25.19%

Chemicals · 14.10%

Healthcare · 12.77%

Fixed Fee

1.75% / yr

2.00% / yr

Performance Fee / Plan

Fixed Plan

Variable Plan

Exit Load (Y1 / Y2 / Y3)

—

0% / 0% / 0%

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