PMS · Equity · Flexi Cap
Citrus -Index plus Fund
Fund size₹2 Cr
IRRSince inception2.08%
1Y return5.08%
Fund age2 yrs 3 mo
Fund Manager
Sanjay Sinha
Sanjay Sinha
Fund Manager, Citrus
Mr. Sanjay Sinha is a seasoned fund management professional with over two decades of experience. He served as CEO of L&T Mutual Fund until 2011, growing AUM fivefold in three years. He held senior roles at UTI AMC and SBI Funds Management, managing award-winning equity funds. An IIM Calcutta alumnus, he is also associated with Mumbai Angels and AMFI.
Managing AUM₹90 Cr
Returns: How it has done
Scheme / BenchmarkYTD1Y2Y3Y5YSince inception
Citrus Index plus—5.08%−2.54%——2.08%
NIFTY 50 TRI−12.33%−0.35%−1.19%——5.49%
Excess over benchmark—5.43%−1.35%——−3.41%
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Portfolio Details : Where the money actually sits
Asset class
Equity
Market cap
Large cap55.00%
Mid cap24.00%
Small cap14.00%
Cash & others7.00%
As on 31 Aug 2026
Fees
A fixed plan is cheaper when returns are strong.
FixedPlan A · Simple
Fixed Management Fee1.50% / yr
Performance FeeNone
Hurdle RateNot applicable
Lock-in: Nil.
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