PMS · Equity · Mid & Small Cap
Citrus Midcap Marvels
Fund size₹34 Cr
IRRSince inception5.95%
3Y return5.83%
Fund age3 yrs
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 Midcap Marvels—8.88%−4.21%5.83%—5.95%
Nifty 500−8.38%4.72%−0.11%12.09%—12.05%
Excess over benchmark—4.16%−4.10%−6.26%—−6.10%
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 cap
Mid cap24.40%
Small cap69.20%
Cash & others
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle.
FixedPlan A · Simple
Fixed Management Fee2.50% / yr
Performance FeeNone
Hurdle RateNot applicable
PerformancePlan B · Performance Linked
Fixed Management FeeNone
Performance Fee20% of profit
Hurdle RateAbove 10%
Exit load 2.00% within 1 year, 1.00% within 2 years. Lock-in: Nil.
Let's start a
conversation
  • Compare this PMS against 3,000+ others with our research desk
  • Build a long-term portfolio around your goals, not a one-off buy
  • Experts with decades of experience.
Private. Personal. No obligation.
We will only use these details to contact you about this enquiry. No spam.
Start a conversation
Share a few details and an expert will reach out.
We will only use these details to contact you about this enquiry. No spam.