Citrus Advisors PMS strategies
Citrus Advisors runs 7 portfolio management strategies listed with APMI, managing ₹99.16 Cr across them. Compare their returns against each benchmark, fees and minimum investment below.
| Strategy | Category | Manager | AUM | 3Y return | vs benchmark | Fees | Minimum | Data month |
|---|---|---|---|---|---|---|---|---|
| Citrus Sector Leaders | Equity | Sanjay Sinha | ₹46.92 Cr | +9.10% | +3.04 pts | — | ₹50 Lakhs | Sep 2026 |
| Citrus Midcap Marvels | Equity | Sanjay Sinha | ₹35.05 Cr | +5.39% | -3.81 pts | — | ₹50 Lakhs | Sep 2026 |
| Citrus Wealth Fusion Fund | Equity | Sanjay Sinha | ₹7.17 Cr | — | — | — | ₹50 Lakhs | Sep 2026 |
| Citrus Sayam Approach | Equity | Sanjay Sinha | ₹5.39 Cr | — | — | — | ₹50 Lakhs | Sep 2026 |
| Citrus Index Plus Fund Strategy | Equity | Sanjay Sinha | ₹2.22 Cr | — | — | — | ₹50 Lakhs | Sep 2026 |
| Citrus Mutual Fund Strategy(Aggressive) | Equity | Sanjay Sinha | ₹1.87 Cr | — | — | — | ₹50 Lakhs | Sep 2026 |
| Citrus Mutual Fund Strategy (Moderate) | Hybrid | — | ₹0.54 Cr | — | — | — | ₹50 Lakhs | — |
Fees: most managers offer a fixed-fee plan or a variable plan (a lower fixed fee plus a share of profits above a hurdle); both are shown where the disclosure states them clearly, otherwise open the strategy for its full fee terms and exit load. "—" means the figure isn't reported. Past returns don't predict future returns.
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