Sanctum Wealth Management Smart Solutions PMS


Key Attributes

Inception Date: 01st March, 2016

Fund Manager Name: Mr. Salvin Shah

Fund Manager Experience: 7 years

Fund Manager Qualification: CA

Investment Objective

To construct a portfolio of select equity stocks based on momentum and technical indicators.

Portfolio Strategy

Sanctum Smart Solutions is a multi-cap portfolio of stocks which have strong fundamentals as well as technical momentum. Stalwarts (at least 40%) – Index heavy weights with proven track record and favorable long term trend. Stars (10 40%) – Large and midcap stocks with quality management and good earnings track record that are showing positive momentum. Satellite (0-30%) – Mid and small cap stocks with attractive near-term risk/reward.




Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return




Disclaimer

#Returns as of 30 Apr 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.



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