PMS · Equity · Multi Cap
Citrus -Sector Leaders Fund
Fund size₹47 Cr
IRRSince inception10.85%
3Y return10.97%
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 Sector Leaders—7.01%1.72%10.97%—10.85%
NIFTY 50 TRI−12.33%−0.35%−1.19%9.00%—8.82%
Excess over benchmark—7.36%2.91%1.97%—2.03%
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 cap75.50%
Mid cap4.30%
Small cap17.70%
Cash & others2.50%
As on 31 Aug 2026
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
VariablePlan B · Simple
Fixed Management Fee–
Performance FeeNone
Hurdle RateAbove 10%
PerformancePlan C · Performance Linked
Fixed Management FeeNone
Performance Fee20% of profit
Hurdle RateNot applicable
Lock-in: Nil.
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