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 | 1.64% | 4.65% | 7.03% | 20.04% | 10.23% | 11.85% | 14.06% | 11.60% | |
NSE 100 Index | 1.32% | 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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#Returns as of 29 Feb 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.