- Manager
- Citrus Advisors
- Service
- Discretionary
- Asset class
- Equity
Citrus Index Plus Fund Strategy
−2.14%
1-year return
Benchmark NIFTY50(TRI) −7.09% · to 30 Sep 2026
Citrus Advisors’ Citrus Index Plus Fund Strategy returned −2.14% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY50(TRI). It managed ₹2.22 crore across its clients.
Key numbers
- AUM
- ₹2.22 Cr
- Benchmark
- NIFTY50(TRI)
- Turnover, past year
- 0.75×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY50(TRI) | Difference |
|---|---|---|---|
| 1 month | −5.79% | −6.03% | +0.24% |
| 3 months | −2.95% | −4.91% | +1.96% |
| 6 months | +7.04% | +2.13% | +4.91% |
| 1 year | −2.14% | −7.09% | +4.95% |
| 2 years | −6.33% | −5.29% | −1.04% |
| Since inception | −0.50% | +2.59% | −3.09% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity57.66%₹1.28 Cr
- Mutual funds23.42%₹0.52 Cr
- Cash and other18.92%₹0.42 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- ₹0
- Turnover, month
- 0.18×
- Turnover, past year
- 0.75×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Citrus Index Plus Fund Strategy returned?
−2.14% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.79%; 3 months: −2.95%; 6 months: 7.04%; 1 year: −2.14%; 2 years: −6.33%; Since inception: −0.50%.
How has it done against its benchmark?
Its benchmark, the NIFTY50(TRI), returned −7.09% over the year, so the strategy was 4.95 percentage points ahead.
How much does Citrus Index Plus Fund Strategy manage?
₹2.22 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Citrus Index Plus Fund Strategy?
Citrus Advisors, a SEBI-registered portfolio manager (INP000008206), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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