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.
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 Indian Olympians | -2.60% | -3.50% | 5.10% | 2.30% | 1.70% | 13.60% | 13.00% | - | 10.70% |
| NSE 100 Index | -2.70% | -3.10% | 6.50% | 7.00% | 5.20% | 19.30% | 14.30% | - | 12.90% |
Portfolio Holdings
| Holding | % |
|---|---|
Sector Allocation
| Holding | % |
|---|---|
| Financials | 27.90 |
| Consumer Discretionary | 19.10 |
| Materials | 11.40 |
| Information Technology | 11.00 |
| Consumer Staples | 8.10 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 93.20 |
| Mid Cap | 2.60 |
| Small Cap | 0.00 |
| Cash | 4.10 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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a call with our PMS AIF Specialists
Disclaimer
#Returns as of 31 Oct 2023. Returns up to 1 Year are absolute, above 1 Year are CAGR.
