- Manager
- Sanctum Wealth
- Service
- Discretionary
- Asset class
- Equity
Tailored Discretionary Portfolio - Aggressive
−0.33%
1-year return
Benchmark BSE500TRI −2.33% · to 30 Sep 2026
Sanctum Wealth’s Tailored Discretionary Portfolio - Aggressive returned −0.33% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE500TRI. It managed ₹104 crore across its clients.
Key numbers
- AUM
- ₹104 Cr
- Benchmark
- BSE500TRI
- Turnover, past year
- 0.29×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE500TRI | Difference |
|---|---|---|---|
| 1 month | −5.43% | −5.57% | +0.14% |
| 3 months | −3.76% | −3.59% | −0.17% |
| 6 months | +12.97% | +8.07% | +4.90% |
| 1 year | −0.33% | −2.33% | +2.00% |
| 2 years | −4.59% | −3.93% | −0.66% |
| 3 years | +8.23% | +9.20% | −0.97% |
| 4 years | +8.90% | +11.22% | −2.32% |
| 5 years | +6.60% | +8.91% | −2.31% |
| Since inception | +9.83% | +13.02% | −3.19% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity81.18%₹84.79 Cr
- Mutual funds15.23%₹15.91 Cr
- Cash and other3.59%₹3.75 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.48 Cr
- Net, Sep 2026
- −₹0.48 Cr
- Net, FY to date
- ₹3.65 Cr
- Turnover, month
- 0.03×
- Turnover, past year
- 0.29×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Tailored Discretionary Portfolio - Aggressive returned?
−0.33% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.43%; 3 months: −3.76%; 6 months: 12.97%; 1 year: −0.33%; 2 years: −4.59%; 3 years: 8.23%; 4 years: 8.90%; 5 years: 6.60%; Since inception: 9.83%.
How has it done against its benchmark?
Its benchmark, the BSE500TRI, returned −2.33% over the year, so the strategy was 2.00 percentage points ahead.
How much does Tailored Discretionary Portfolio - Aggressive manage?
₹104 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Tailored Discretionary Portfolio - Aggressive?
Sanctum Wealth, a SEBI-registered portfolio manager (INP000005067), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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