- Manager
- Citrus Advisors
- Service
- Discretionary
- Asset class
- Hybrid
Citrus Mutual Fund Strategy(Moderate)
+4.52%
1-year return
to 30 Sep 2026
Citrus Advisors’ Citrus Mutual Fund Strategy(Moderate) returned 4.52% over the year to 30 Sep 2026. It managed ₹0.56 crore across its clients.
Key numbers
- AUM
- ₹0.56 Cr
- Benchmark
- BSES and PARBI
- Turnover, past year
- 0.00×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSES and PARBI | Difference |
|---|---|---|---|
| 1 month | −2.95% | — | — |
| 3 months | −0.39% | — | — |
| 6 months | +10.00% | — | — |
| 1 year | +4.52% | — | — |
| 2 years | +1.82% | — | — |
| Since inception | +4.75% | +0.98% | +3.77% |
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 funds96.43%₹0.54 Cr
- Cash and other3.57%₹0.02 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(Moderate) returned?
4.52% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.95%; 3 months: −0.39%; 6 months: 10.00%; 1 year: 4.52%; 2 years: 1.82%; Since inception: 4.75%.
How much does Citrus Mutual Fund Strategy(Moderate) manage?
₹0.56 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(Moderate)?
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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