- Manager
- Sanctum Wealth
- Service
- Discretionary
- Asset class
- Multi-asset
Tailored Discretionary Portfolio - Balanced
+6.17%
1-year return
Benchmark NSEMULTIASSET +2.21% · to 30 Sep 2026
Sanctum Wealth’s Tailored Discretionary Portfolio - Balanced returned 6.17% over the year to 30 Sep 2026, against 2.21% for its benchmark, the NSEMULTIASSET. It managed ₹9.36 crore across its clients.
Key numbers
- AUM
- ₹9.36 Cr
- Benchmark
- NSEMULTIASSET
- Turnover, past year
- 0.19×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | NSEMULTIASSET | Difference |
|---|---|---|---|
| 1 month | −3.37% | −2.85% | −0.52% |
| 3 months | −0.60% | −1.23% | +0.63% |
| 6 months | +4.00% | +6.24% | −2.24% |
| 1 year | +6.17% | +2.21% | +3.96% |
| 2 years | +8.11% | +2.37% | +5.74% |
| 3 years | +5.33% | +9.55% | −4.22% |
| 4 years | +5.67% | +9.91% | −4.24% |
| 5 years | +4.68% | +8.48% | −3.80% |
| Since inception | +8.78% | +10.01% | −1.23% |
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
- Mutual funds96.05%₹8.99 Cr
- Cash and other3.95%₹0.37 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.19 Cr
- Outflow, Sep 2026
- ₹0
- Net, Sep 2026
- ₹0.19 Cr
- Net, FY to date
- −₹10.35 Cr
- Turnover, month
- 0.00×
- Turnover, past year
- 0.19×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Tailored Discretionary Portfolio - Balanced returned?
6.17% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.37%; 3 months: −0.60%; 6 months: 4.00%; 1 year: 6.17%; 2 years: 8.11%; 3 years: 5.33%; 4 years: 5.67%; 5 years: 4.68%; Since inception: 8.78%.
How has it done against its benchmark?
Its benchmark, the NSEMULTIASSET, returned 2.21% over the year, so the strategy was 3.96 percentage points ahead.
How much does Tailored Discretionary Portfolio - Balanced manage?
₹9.36 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 - Balanced?
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.
Full disclaimerSee how a PMS fits your plan
Armor checks every holding against your goals, risk and timeline.
Get the app