The objective of the PMS strategy is to generate long term capital growth by investing in a concentrated portfolio of large cap companies having sustainable performance. The strategy aims to outperform the benchmark using a combination of top-down and bottom-up approach for stock selection.
| Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
|---|---|---|---|
| 3.77% | 0.93 | 12.81% | 63.39% |
Performance Table #
| Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
|---|---|---|---|---|---|---|---|---|---|
| Sanctum Wealth Pvt Ltd Indian Olympians | -3.48% | -2.89% | 1.61% | 8.23% | 9.44% | 11.70% | 11.08% | - | 11.04% |
| Nifty 50 TRI | -3.04% | -1.45% | 2.64% | 8.97% | 9.27% | 14.08% | 14.54% | 13.35% |
QRC Report Card *
| Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
|---|---|---|---|---|---|---|---|---|---|
| Sanctum Wealth Pvt Ltd Indian Olympians | Large Cap | Mr. Hemang Kapasi | 16 September 2016 | 9Y 4M | 65.22 | Nifty 50 TRI | 11.04% | - | NA |
| Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
|---|---|---|---|---|---|---|---|---|---|---|
| Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
| Nifty 50 | -4.51% | 4.45% | 63.39% | -0.06% | 1.13 | 12.81% | 0.53 | -1.15% | -0.20 | 50.89 % |
| Nifty 500 | -0.69% | 4.46% | 3.77% | 0.93 | -1.90% | -0.31 | 47.32 % | |||
| Nifty Midcap 100 | 0.26% | 4.45% | 4.71% | 0.67 | -4.32% | -0.36 | 41.07 % | |||
| Nifty Smallcap 100 | 11.62% | 4.46% | 16.08% | 0.49 | -0.54% | -0.03 | 44.64 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|---|
| Reliance Industries Ltd | 8.80 |
| HDFC Bank Ltd | 7.16 |
| Mahindra & Mahindra Ltd | 6.19 |
| Axis Bank Ltd | 5.65 |
| Bharti Airtel Ltd | 5.23 |
Sector Allocation
| Holding | % |
|---|
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | |
| Mid Cap | |
| Small Cap | |
| Cash |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31st Jan 2026. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Dec 25.
