Sanctum Wealth Management Smart Solutions PMS


Key Portfolio 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





Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

imageBook a call with our PMS AIF Specialists




Disclaimer

#Returns as of 31 Aug 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.




Related Investments

Do Not Simply Invest, Make Informed Decisions