- Manager
- Citrus Advisors
- Service
- Discretionary
- Asset class
- Equity
Citrus Sector Leaders
+0.96%
1-year return
Benchmark NIFTY50(TRI) −7.09% · to 30 Sep 2026
Citrus Advisors’ Citrus Sector Leaders returned 0.96% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY50(TRI). It managed ₹46.92 crore across its clients.
Key numbers
- AUM
- ₹46.92 Cr
- Benchmark
- NIFTY50(TRI)
- Turnover, past year
- 1.02×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY50(TRI) | Difference |
|---|---|---|---|
| 1 month | −4.39% | −6.03% | +1.64% |
| 3 months | −0.89% | −4.91% | +4.02% |
| 6 months | +12.33% | +2.13% | +10.20% |
| 1 year | +0.96% | −7.09% | +8.05% |
| 2 years | −0.58% | −5.29% | +4.71% |
| 3 years | +9.10% | +6.06% | +3.04% |
| Since inception | +8.95% | +6.41% | +2.54% |
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 equity98.91%₹46.41 Cr
- Cash and other1.11%₹0.52 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.50 Cr
- Outflow, Sep 2026
- ₹0.07 Cr
- Net, Sep 2026
- ₹0.43 Cr
- Net, FY to date
- ₹5.71 Cr
- Turnover, month
- 0.06×
- Turnover, past year
- 1.02×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Citrus Sector Leaders returned?
0.96% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −4.39%; 3 months: −0.89%; 6 months: 12.33%; 1 year: 0.96%; 2 years: −0.58%; 3 years: 9.10%; Since inception: 8.95%.
How has it done against its benchmark?
Its benchmark, the NIFTY50(TRI), returned −7.09% over the year, so the strategy was 8.05 percentage points ahead.
How much does Citrus Sector Leaders manage?
₹46.92 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 Sector Leaders?
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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