- Manager
- Citrus Advisors
- Service
- Discretionary
- Asset class
- Equity
Citrus Midcap Marvels
+4.39%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Citrus Advisors’ Citrus Midcap Marvels returned 4.39% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹35.05 crore across its clients.
Key numbers
- AUM
- ₹35.05 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 1.18×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −2.77% | −5.57% | +2.80% |
| 3 months | −3.68% | −3.59% | −0.09% |
| 6 months | +28.56% | +8.07% | +20.49% |
| 1 year | +4.39% | −2.33% | +6.72% |
| 2 years | −5.84% | −3.93% | −1.91% |
| 3 years | +5.39% | +9.20% | −3.81% |
| Since inception | +4.84% | +9.66% | −4.82% |
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 equity92.61%₹32.46 Cr
- Cash and other7.39%₹2.59 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.06 Cr
- Net, Sep 2026
- −₹0.06 Cr
- Net, FY to date
- ₹3.33 Cr
- Turnover, month
- 0.09×
- Turnover, past year
- 1.18×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Citrus Midcap Marvels returned?
4.39% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.77%; 3 months: −3.68%; 6 months: 28.56%; 1 year: 4.39%; 2 years: −5.84%; 3 years: 5.39%; Since inception: 4.84%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 6.72 percentage points ahead.
How much does Citrus Midcap Marvels manage?
₹35.05 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 Midcap Marvels?
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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