Citrus Mutual Fund Strategy (Moderate) PMS: Returns & AUM

Citrus Mutual Fund Strategy (Moderate) is a hybrid portfolio management service (PMS) strategy run by Citrus Advisors Private Limited, launched on 10 May 2024. It manages ₹0.54 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +6.37% over 1 year (+4.27% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.

AUM: ₹0.54 Cr
Minimum investment: ₹50 Lakhs

Last checked 30 May 2026. Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.

Fund Manager

Not Disclosed

Assets (AUM)

₹0.54 Cr

Benchmark Index

Nifty 500 TRI

Inception Date

10/05/2024

Trailing Returns

Trailing returns
Period	Return
1 Month	+6.92%
3 Months	-0.78%
1 Year	+6.37%
Since Inception	+4.27%

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.

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Frequently asked questions about Citrus Mutual Fund Strategy (Moderate)

What are the returns of Citrus Mutual Fund Strategy (Moderate)?

Citrus Mutual Fund Strategy (Moderate) has a 1-year return of +6.37% and +4.27% since inception. Past performance is not indicative of future results.

What is the AUM of Citrus Mutual Fund Strategy (Moderate)?

Citrus Mutual Fund Strategy (Moderate) manages ₹0.54 Cr of client assets.

What is the minimum investment for Citrus Mutual Fund Strategy (Moderate)?

The minimum investment for Citrus Mutual Fund Strategy (Moderate) is ₹50 Lakhs.

When was Citrus Mutual Fund Strategy (Moderate) launched?

Citrus Mutual Fund Strategy (Moderate) was launched on 10 May 2024. It has a 2-year track record.

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Citrus Mutual Fund Strategy (Moderate) PMS: Returns, AUM & Details