Know Your PMS · Monthly tearsheet
CITRUS WEALTH FUSION FUND
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_202617 months filedBM: NIFTY50(TRI)BM: NIFTY50TRIBM: Benchmark
CAGR
4.24%
Total return
6.05%
Max drawdown
-11.06%
Sharpe
0.37
Sortino
0.24
Calmar
0.38
Win months
64.71%
Best / worst month
8.8% / -9.7%
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 | 0.23% | -1.50% | -9.71% | 8.85% | 0.84% | 1.90% | 1.60% | 2.61% | -5.30% | – | – | – | -1.57% |
2025 | – | – | – | – | 0.00% | 3.07% | -1.69% | -0.94% | 1.66% | 3.56% | 1.59% | 0.36% | 7.74% |
Worst drawdown episodes
Duration in months · month-end marks
| Start | Trough | End | Depth | Length |
|---|---|---|---|---|
| Feb_2026 | Mar_2026 | Jul_2026 | 11.06% | 5 mo |
| Sep_2026 | Sep_2026 | Ongoing | 5.30% | 1 mo · open |
| Jul_2025 | Aug_2025 | Oct_2025 | 2.61% | 3 mo |
Consistency (monthly)
Derived from filed monthlies
Longest win streak
5 mo
Longest loss streak
2 mo
Ann. volatility
13.15%
Downside deviation
17.55%