Manager
Citrus Advisors
Service
Discretionary
Asset class
Equity

Citrus Sayam

₹5.39 Cr

Assets under management

Reported to SEBI · 30 Sep 2026

Citrus Advisors’ Citrus Sayam managed ₹5.39 crore across its clients at 30 Sep 2026.

Key numbers

AUM
₹5.39 Cr
Benchmark
BSE 500 TRI
Turnover, past year
0.00×
Min. investment
₹50 lakh (SEBI)
Reported to SEBI
30 Sep 2026

Returns vs benchmark

Citrus Sayam returns against the BSE 500 TRI
PeriodThis strategyBSE 500 TRIDifference
1 month−0.73%−5.57%+4.84%
3 months+12.65%−3.59%+16.24%
6 months+45.03%+8.07%+36.96%
Since inception+27.03%−5.54%+32.57%

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 equity79.59%
  • Cash and other17.44%
  • Mutual funds2.97%

Flows and turnover

Inflow, Sep 2026
₹0.75 Cr
Outflow, Sep 2026
₹0
Net, Sep 2026
₹0.74 Cr
Net, FY to date
₹1.58 Cr
Turnover, month
0.16×
Turnover, past year
0.00×

Money clients put in and took out. The financial year runs from 1 April.

FAQs

What has Citrus Sayam returned?

As reported for 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −0.73%; 3 months: 12.65%; 6 months: 45.03%; Since inception: 27.03%.

How much does Citrus Sayam manage?

₹5.39 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 Sayam?

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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