Citrus Advisors Private Limited • Equity
Citrus Midcap Marvels is an equity portfolio management service (PMS) strategy run by Citrus Advisors Private Limited, launched on 30 Aug 2023. As of 30 Sep 2026, it manages ₹35.05 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +4.39% over 1 year and +5.39% over 3 years (+4.84% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 3.81 percentage points behind of its benchmark. Its 3-year return ranks 410th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Sanjay Sinha.
Ranked nearby on 3-year return: Quantfin Growth (+5.48%), Ambit Curated Portfolios (+5.44%), Innovation Portfolio NR (+5.39%), Centrum String of Pearls DV- III (+5.33%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -2.77% |
| 3 Months | -3.68% |
| 1 Year | +4.39% |
| 3 Years | +5.39% |
| Since Inception | +4.84% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callCitrus Midcap Marvels has a 1-year return of +4.39%, a 3-year return of +5.39% and +4.84% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 3 years, Citrus Midcap Marvels returned +5.39% against +9.20% for the BSE 500 TRI, 3.81 percentage points behind. Over 1 year it returned +4.39% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Citrus Midcap Marvels's 3-year return of +5.39% ranks 410th as of 30 Sep 2026.
Citrus Midcap Marvels is managed by Sanjay Sinha at Citrus Advisors. The strategy manages ₹35.05 Cr of client assets as of 30 Sep 2026.
Citrus Midcap Marvels manages ₹35.05 Cr of client assets as of 30 Sep 2026.
The minimum investment for Citrus Midcap Marvels is ₹50 Lakhs.
Citrus Midcap Marvels was launched on 30 Aug 2023. It has a 3-year track record.
Description
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