Know Your PMS · Monthly tearsheet
CITRUS MUTUAL FUND STRATEGY(AGGRESSIVE)
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
3.91%
Total return
9.72%
Max drawdown
-18.51%
Sharpe
0.32
Sortino
0.23
Calmar
0.21
Win months
58.62%
Best / worst month
11.9% / -9.3%
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 | -3.44% | -0.01% | -9.30% | 11.90% | 1.21% | 2.64% | 0.87% | 3.01% | -4.87% | – | – | – | 0.62% |
2025 | -7.24% | -8.08% | 5.58% | 2.76% | 5.36% | 3.67% | -1.89% | -0.86% | 1.51% | 3.60% | -0.17% | -1.05% | 2.10% |
2024 | – | – | – | – | 0.00% | 3.40% | 2.81% | 2.51% | 2.55% | -4.60% | 0.08% | 0.10% | 6.80% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Oct_2024 | Feb_2025 | Jul_2026 | 18.51% | 21 mo |
| Sep_2026 | Sep_2026 | Ongoing | 4.87% | 1 mo · open |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
5 mo
Ann. volatility
15.08%
Downside deviation
17.05%