Citrus Advisors Private Limited — PMS strategies

Citrus Advisors Private Limited is a SEBI-registered portfolio manager running 7 strategies in our tracker, holding ₹94 Cr in aggregate AUM. Every one of them is listed below with its 3-year annualised return, as on 30 Jun 2026. Figures come from the monthly APMI disclosures every registered manager is required to file — not from the manager's own marketing.

All 7 strategies from Citrus Advisors Private Limited

• Citrus Sector Leaders₹46 CrAUM—3Y
• Citrus Midcap Marvels₹34 CrAUM—3Y
• Citrus Wealth Fusion Fund₹6 CrAUM—3Y
• Citrus Sayam Approach₹3 CrAUM—3Y
• Citrus Index Plus Fund Strategy₹2 CrAUM—3Y
• Citrus Mutual Fund Strategy(Aggressive)₹2 CrAUM—3Y
• Citrus Mutual Fund Strategy (Moderate)Hybrid₹1 CrAUM—3Y

Returns are Time-Weighted Rate of Return at the strategy level, annualised beyond 1 year, as on 30 Jun 2026. Alpha is return minus S&P BSE 500 TRI for the same window (shown where a like-for-like benchmark exists). Figures are sourced from disclosures and are not verified by SEBI. Past performance is not indicative of future returns. Minimum investment ₹50 lakh (SEBI mandate). This is not investment advice.