Flexi-cap strategy with no defined market cap biases.To actively manage open positions by booking profits at desired price targets and rebalancing portfolios to reflect changes in fundamentals of individual securities and at an overall portfolio level.
To generate long term capital growth by investing in a diversified portfolio of stocks of high-growth companies with healthy balance sheets and sound management quality.
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 oversees the Discretionary Portfolio function at Sanctum Wealth and is a member of the Investment Committee. He has over 15 years of experience with more than a decade in the asset management industry across roles such as Fund Manager and Equity Research Analyst. His last stint was with Canara Robeco Asset Management as a Fund Manager. Prior to that Hemang worked with ICICI Bank.
AMC: 2%
AMC: 1%
Hurdle: 12%
Profit Sharing: 15%
Year 1: 0%
Year 2: 0%
Year 3: 0%
* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest 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.
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Last Updated: January 2026 · Published by Affluense AI (affluense.ai)
