- Manager
- Citrus Advisors
- Service
- Discretionary
- Asset class
- Multi-asset
Citrus Wealth Fusion Fund
+3.93%
1-year return
Benchmark NIFTY50(TRI) −7.09% · to 30 Sep 2026
Citrus Advisors’ Citrus Wealth Fusion Fund returned 3.93% over the year to 30 Sep 2026, against −7.09% for its benchmark, the NIFTY50(TRI). It managed ₹7.17 crore across its clients.
Key numbers
- AUM
- ₹7.17 Cr
- Benchmark
- NIFTY50(TRI)
- Turnover, past year
- 1.14×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NIFTY50(TRI) | Difference |
|---|---|---|---|
| 1 month | −5.30% | −6.03% | +0.73% |
| 3 months | −1.28% | −4.91% | +3.63% |
| 6 months | +10.42% | +2.13% | +8.29% |
| 1 year | +3.93% | −7.09% | +11.02% |
| Since inception | +4.35% | −5.64% | +9.99% |
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 funds58.02%₹4.16 Cr
- Listed equity36.40%₹2.61 Cr
- Cash and other5.72%₹0.41 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.46 Cr
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0.45 Cr
- Net, FY to date
- ₹1.94 Cr
- Turnover, month
- 0.11×
- Turnover, past year
- 1.14×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Citrus Wealth Fusion Fund returned?
3.93% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.30%; 3 months: −1.28%; 6 months: 10.42%; 1 year: 3.93%; Since inception: 4.35%.
How has it done against its benchmark?
Its benchmark, the NIFTY50(TRI), returned −7.09% over the year, so the strategy was 11.02 percentage points ahead.
How much does Citrus Wealth Fusion Fund manage?
₹7.17 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 Wealth Fusion Fund?
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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