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
Sanctum Wealth Indian Olympians1.64%4.65%7.03%20.04%10.23%11.85%14.06%11.60%
NSE 100 Index1.32%9.38%14.57%28.49%15.74%16.16%16.65%14.52%

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 89.50
Mid Cap 6.90
Small Cap 0.00
Cash 3.60

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 29 Feb 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.


Do Not Simply Invest, Make Informed Decisions

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