Information only. Not advice, not a marketplace.
180 clients · 38 months · INP000008206
As of Aug_2026
CAGR is Not reported below 12 filed months. Age is months with 1M returns, not calendar age. Missing AUM is unfiled in SEBI Table B, not a site bug.
| About the PMS | Details |
|---|---|
| Registration No. | INP000008206 |
| Date of Registration | 2023-07-21 |
| Registered since | 3 yr 2 mo |
| Principal Officer | Mr.Sanjay Sinha |
| Principal Officer Email | sanjay.sinha@citrusadvisors.com |
| Contact Number | 91-022-9820196590 |
| Compliance Officer | Mr.Neel Hiren Visaria |
| Compliance Email | neel.visaria@citrusadvisors.com |
| Address | 2B/2, Neptune Apts Chs Ltd,Juhu Tara Road,Santacruz West,MUMBAI, MAHARASHTRA,INDIA,400049 |
| Age | 38 months |
Clients
AUM (cr)
Strategies
Open a strategy, then add up to four to Compare.
Sort by:
Showing 7 of 7 strategies
Trailing return from filed months
- 1Y
- 4.39%
- 3Y
- 5.42%
- 5Y
- Needs 60 months
AUM (cr)
Trailing return from filed months
- 1Y
- 0.95%
- 3Y
- 9.13%
- 5Y
- Needs 60 months
AUM (cr)
Trailing return from filed months
- 1Y
- -2.15%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
AUM (cr)
Trailing return from filed months
- 1Y
- 2.97%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
AUM (cr)
Trailing return from filed months
- 1Y
- 4.50%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
AUM (cr)
Trailing return from filed months
- 1Y
- 3.93%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
AUM (cr)
Needs 12 months
CAGR
-12.41
Max DD
Needs 12 months
Calmar
Needs 12 months
Sharpe
Needs 12 months
Sortino
62.50
Win Ratio
+65Metrics
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
AUM (cr)
Citrus Advisors Private Limited performance FAQ
How we show this firm's returns and risk on Know Your PMS.
- How has Citrus Advisors Private Limited performed?
- Citrus Advisors Private Limited PMS performance on Know Your PMS is shown as standardized strategy scorecards from SEBI month-end TWRR filings — CAGR, max drawdown, and risk-adjusted metrics when enough months are reported (latest filing month Aug_2026). Learn more
- Where do Citrus Advisors Private Limited returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings for listed strategies. We do not invent zeros for unfiled months. Learn more
- How many Citrus Advisors Private Limited strategies are listed?
- 7 strategies are currently listed. Open each strategy scorecard for CAGR, drawdown, and track-record detail. Learn more
- How do I re-underwrite a held or pitched Citrus Advisors Private Limited PMS?
- Open a strategy scorecard and read as-of plus track length first. CAGR needs at least 12 filed months. Add 2–4 strategies to Compare on the same as-of, then export an advisor pack. Know Your PMS is research-only. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Learn more