Citrus Advisors Private Limited • Equity
Citrus Wealth Fusion Fund is an equity portfolio management service (PMS) strategy run by Citrus Advisors Private Limited, launched on 20 May 2025. As of 30 Sep 2026, it manages ₹7.17 Cr of client assets and is benchmarked against the Nifty 50 TRI. Its reported trailing returns are +3.93% over 1 year (+4.35% since inception). Over 1 year, the Nifty 50 TRI returned -7.09%, so the strategy is 11.02 percentage points ahead of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by Sanjay Sinha.
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 | -5.30% |
| 3 Months | -1.28% |
| 1 Year | +3.93% |
| Since Inception | +4.35% |
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 Wealth Fusion Fund has a 1-year return of +3.93% and +4.35% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, Citrus Wealth Fusion Fund returned +3.93% against -7.09% for the Nifty 50 TRI, 11.02 percentage points ahead. Figures as of 30 Sep 2026.
Citrus Wealth Fusion Fund is managed by Sanjay Sinha at Citrus Advisors. The strategy manages ₹7.17 Cr of client assets as of 30 Sep 2026.
Citrus Wealth Fusion Fund manages ₹7.17 Cr of client assets as of 30 Sep 2026.
The minimum investment for Citrus Wealth Fusion Fund is ₹50 Lakhs.
Citrus Wealth Fusion Fund was launched on 20 May 2025. It has a 1-year track record.
Description
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