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) |
|---|---|---|---|
| 0.99% | 0.97 | 16.49% | 63.25% |
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 | 2.61% | 12.93% | -1.89% | -0.26% | 3.62% | 8.75% | 8.69% | - | 10.74% |
| Nifty 50 TRI | 1.67% | 7.40% | -8.10% | -5.42% | 0.85% | 8.81% | 9.99% | - | 12.14% |
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 10M | 63.93 | Nifty 50 TRI | 10.74% | - | 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 | 3.89% | 1.32% | 63.25% | 5.21% | 1.07 | 16.49% | -0.20 | -0.40% | -0.07 | 52.14 % |
| Nifty 500 | 0.23% | 0.76% | 0.99% | 0.97 | -1.72% | -0.28 | 47.86 % | |||
| Nifty Midcap 100 | -7.32% | 0.18% | -7.14% | 0.82 | -4.87% | -0.41 | 39.32 % | |||
| Nifty Smallcap 100 | -0.85% | -0.23% | -1.08% | 0.61 | -1.30% | -0.08 | 44.44 % | |||
| BSE 500 | 0.69% | 0.77% | 1.46% | 0.98 | -1.58% | -0.26 | 47.86 % | |||
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 Jun 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 May 26.
