- Manager
- Citrus Advisors
- Service
- Discretionary
- Asset class
- Equity
Citrus Mutual Fund Strategy(Aggressive)
+2.99%
1-year return
Benchmark NIFTY50(TRI) −7.09% · to 30 Sep 2026
Citrus Advisors’ Citrus Mutual Fund Strategy(Aggressive) returned 2.99% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY50(TRI). It managed ₹1.87 crore across its clients.
Key numbers
- AUM
- ₹1.87 Cr
- Benchmark
- NIFTY50(TRI)
- Turnover, past year
- 0.00×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY50(TRI) | Difference |
|---|---|---|---|
| 1 month | −4.87% | −6.03% | +1.16% |
| 3 months | −1.15% | −4.91% | +3.76% |
| 6 months | +14.91% | +2.13% | +12.78% |
| 1 year | +2.99% | −7.09% | +10.08% |
| 2 years | −0.91% | −5.29% | +4.38% |
| Since inception | +3.89% | +2.59% | +1.30% |
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
- Mutual funds98.40%₹1.84 Cr
- Cash and other1.60%₹0.03 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0
- Net, FY to date
- ₹0
- Turnover, month
- 0.00×
- Turnover, past year
- 0.00×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Citrus Mutual Fund Strategy(Aggressive) returned?
2.99% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.87%; 3 months: −1.15%; 6 months: 14.91%; 1 year: 2.99%; 2 years: −0.91%; Since inception: 3.89%.
How has it done against its benchmark?
Its benchmark, the NIFTY50(TRI), returned −7.09% over the year, so the strategy was 10.08 percentage points ahead.
How much does Citrus Mutual Fund Strategy(Aggressive) manage?
₹1.87 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 Mutual Fund Strategy(Aggressive)?
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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