Sanctum Indian Olympians


Key Attributes

Inception Date: 14 Feb 2012

Number of Stocks: 17

Fund Manager Name: Mr. Hemang Kapasi & Mr. Rohit Laungani

Fund Manager Qualification:

Mr. Hemang Kapasi-PGDBA

Mr. Rohit Laungani-Bachelor in Commerce

Fund Manager Experience:

Mr. Hemang Kapasi has 14 years

Mr. Rohit Laungani has 6 years

Investment Objective

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.

Investment Strategy

A large-cap-oriented strategy that focuses on investing in high-quality companies with long-term sustainable growth, driven by dominant leadership positions in their respective segments. The strategy centres around delivering long-term superior risk-adjusted returns to investors and is positioned to be a core allocation in client portfolios.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return
Portfolio4.6%10.6%8.0%2.8%22.7%16.2%12.2%-12.5%
NSE 100 Index4.1%8.0%6.4%4.3%25.5%17.5%12.0%-12.6%



Portfolio Holdings


Holding %

Sector Allocation


Holding %
Consumer Staples 4.43
Health Care 9.31
Information Technology 14.16
Materials 16.91
Financials 34.87

Market Cap Allocation


Allocations %
Large Cap 92.7
Mid Cap 4.2
Small Cap 0.0
Cash 3.1


Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 31 Aug 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.




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Do Not Simply Invest, Make Informed Decisions