Know Your PMS · Monthly tearsheet
CITRUS INDEX PLUS FUND STRATEGY
Month-end SEBI-filed returns only. No daily or weekly views. Stated benchmarks appear as labels; relative metrics show when present on the strategy payload.
As of Sep_202629 months filedBM: NIFTY50(TRI)BM: BenchmarkBM: NIFTY50TRI
CAGR
-1.24%
Total return
-2.97%
Max drawdown
-18.08%
Sharpe
-0.01
Sortino
-0.07
Calmar
-0.07
Win months
55.17%
Best / worst month
9.5% / -11.1%
Monthly returns
Calendar heatmap · filed months only
Strategy Monthly Returns Data table
| JAN | FEB | MAR | APR | MAY | JUN | JUL | AUG | SEP | OCT | NOV | DEC | YTD | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2026 | 0.13% | -2.90% | -11.08% | 9.53% | -0.05% | 0.74% | 2.16% | 0.83% | -5.79% | – | – | – | -7.47% |
2025 | -2.91% | -6.71% | 5.84% | 2.51% | 3.27% | 2.95% | -4.47% | -2.38% | 1.16% | 5.08% | 1.14% | -0.49% | 4.24% |
2024 | – | – | – | – | 0.00% | 3.95% | 3.46% | 0.90% | 1.98% | -6.70% | -0.80% | -1.78% | 0.60% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Mar_2026 | Ongoing | 18.08% | 24 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
4 mo
Longest loss streak
5 mo
Ann. volatility
14.53%
Downside deviation
17.11%