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) |
|---|---|---|---|
| 2.98% | 0.97 | 15.35% | 62.61% |
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 | 9.64% | -1.31% | -4.17% | 4.21% | 6.26% | 10.23% | 9.90% | - | 10.60% |
| Nifty 50 TRI | 7.49% | -5.15% | -6.53% | -0.28% | 4.27% | 11.20% | 11.69% | - | 12.37% |
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 8M | 65.11 | Nifty 50 TRI | 10.60% | - | 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 | 0.07% | 4.16% | 62.61% | 4.23% | 1.02 | 15.35% | -0.29 | -0.91% | -0.16 | 51.30 % |
| Nifty 500 | -1.01% | 3.99% | 2.98% | 0.97 | -1.70% | -0.28 | 47.83 % | |||
| Nifty Midcap 100 | -8.24% | 3.57% | -4.67% | 0.92 | -4.39% | -0.37 | 40.00 % | |||
| Nifty Smallcap 100 | 1.19% | 3.53% | 4.72% | 0.70 | -0.37% | -0.02 | 45.22 % | |||
| BSE 500 | -0.65% | 3.99% | 3.34% | 0.98 | -1.59% | -0.26 | 47.83 % | |||
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
| Holding | % |
|---|
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 30th April 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 Mar 26.
