Sanctum - Indian Olympians

Sanctum Wealth Pvt Ltd
Large Cap

Out of *
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Share

Portfolio age10 years, 1 month

1.47%

-1.14%

Hurdle Rate**0.00%

Fixed fee1.50%

Min. Investment₹50 Lacs

*Ranking of the scheme in the peer group is based on its return for the longest period available

**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/08/2026)

Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

CASH AND EQUIVALENT (4.23%)

Allocation by Market Cap

Small Cap (0%)

Mid Cap (11.91%)

Large Cap (83.85%)

Sector Holdings

Financials29.7%
Consumer Discretionary24.25%
Materials9.94%
Industrials7.3%
Energy6.84%

Stock Holdings

ICICI Bank Ltd8.73%
Reliance Industries Ltd6.84%
Samvardhana Motherson International Ltd5.61%
Divis Laboratories Ltd5.17%
HDFC Bank Ltd5.1%

PORTFOLIO MANAGERS

Ravi Malani

Manager Rank Out of 0
i
Rank is based on 3-year return
Schemes Managed0
Total AUMUndisclosed
Highest Return In 1 Yr-Infinity%

Profile

Ravi Malani brings over 33 years of experience in financial services, with extensive experience across equity investing and portfolio management. Over his career, he has managed portfolios and led equity businesses across Portfolio Management Services (PMS), direct equities, equity mutual funds and long/short funds. At Sanctum Wealth, Ravi heads the PMS business and oversees its investment strategies, including Indian Olympians and Indian Titans. He also oversees Sanctum’s Tailored Discretionary Portfolio Management Services (TDPMS) and Non-Discretionary Portfolio Management Services (NDPMS) offerings and is a member of the Sanctum Investment Committee. Prior to joining Sanctum Wealth, Ravi was Head of Investments - Equities at Klay. He has previously held senior roles at Credit Suisse Wealth Management, BNP Paribas Wealth Management, Barclays Wealth Management and Kotak Securities, with experience spanning fund management, institutional equity sales, portfolio management and private banking. Ravi holds a management degree in Finance from the University of Mumbai.

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*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)

66.19

(As on Aug, 2026)

Inception Date

Sep 16, 2016

Min. Investment

₹50 Lacs

SIP Option

Not Available

STP Option

Not Available

Exit Load

Exit load is 0%

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee

1.50%

Variable Fee

No Option

Hurdle Rate

No Option

Profit Sharing

No Option

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INVESTMENT PHILOSOPHY

Objective

To generate long term capital growth by investing in a concentrated portfolio of equity stocks which have shown sustainable performance and market leadership

Investment Approach

Multi cap strategy with a bias towards large caps. 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.