PMS · Equity · Multi Cap
Citrus -Wealth Fusion Fund
Fund size₹6 Cr
IRRSince inception9.17%
1Y return11.57%
Fund age15 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 Wealth Fusion—11.57%———9.17%
NIFTY 50 TRI−12.33%−0.35%———−1.32%
Excess over benchmark—11.92%———10.49%
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 cap51.00%
Mid cap20.00%
Small cap14.00%
Cash & others15.00%
As on 31 Aug 2026
Fees
A fixed plan is cheaper when returns are strong.
FixedPlan A · Simple
Fixed Management Fee1.75% / yr
Performance FeeNone
Hurdle RateNot applicable
Lock-in: Nil.
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