This investment strategy operates without predetermined allocations across market capitalization segments. Portfolio management involves the proactive realization of gains when predefined price objectives are met, alongside periodic adjustments to holdings to align with evolving fundamental analyses of individual securities and the broader portfolio composition.
The investment objective is to achieve sustained capital appreciation over an extended period through strategic allocation to a diversified selection of equities. These equities will be comprised of companies exhibiting robust growth potential, strong financial health, and demonstrated superior management capabilities.
Returns as on 2025-12-31
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | -1.07% | -0.24% | -0.83% |
| 3 MONTHS | 2.63% | 5.02% | -2.39% |
| 6 MONTHS | -2.50% | 1.63% | -4.13% |
| 1 YEAR | 2.96% | 7.63% | -4.67% |
| 2 YEAR | 8.26% | 11.64% | -3.38% |
| 3 YEAR | 11.25% | 16.40% | -5.15% |
| 5 YEAR | 12.92% | 16.82% | -3.90% |
| SINCE INCEPTION | 13.25% | 15.88% | -2.63% |
| Year | Return |
|---|---|
| CY 2025 | 2.96% |
| CY 2024 | 13.80% |
| CY 2021 | 33.81% |
| CY 2020 | 20.41% |
| CY 2019 | 17.61% |
| CY 2018 | -13.22% |
| CY 2017 | 38.18% |
| CY 2016 | -1.16% |
| Year | Return |
|---|---|
| FY 26_YTD | 10.62% |
| FY 23_YTD | 4.90% |
| FY 25 | 4.99% |
| FY 24 | 25.50% |
| FY 22 | 25.49% |
| FY 21 | 55.97% |
| FY 20 | -9.29% |
| FY 19 | -3.18% |
| FY 18 | 15.72% |
| FY 17 | 9.23% |
Past performance is not indicative of future results. Returns are subject to market risks.
Fund Manager
Hemang leads the Discretionary Portfolio management operations at Sanctum Wealth and serves on the Investment Committee. He possesses over 15 years of professional experience, including more than a decade in asset management. His prior roles within the industry encompassed Fund Management and Equity Research. Most recently, he held the position of Fund Manager at Canara Robeco Asset Management. Before that, his tenure was with ICICI Bank.
AMC: 2%
AMC: 1%
Hurdle: 12%
Profit Sharing: 15%
Year 1: 0%
Year 2: 0%
Year 3: 0%
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Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.
This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.
Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.
Last Updated: January 2026 · Published by Affluense AI (affluense.ai)
