Sanctum - Indian Titans

Sanctum Wealth Pvt Ltd
Multi Cap AND Flexi Cap

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Portfolio age9 years, 11 months

1.73%

-0.09%

Hurdle Rate**12.00%

Fixed fee2.00%

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 (11.9%)

Allocation by Market Cap

Small Cap (6.82%)

Mid Cap (19.53%)

Large Cap (61.75%)

Sector Holdings

Financials28.28%
Industrials18.04%
Consumer Discretionary14.48%
HealthCare8.03%
Materials4.62%

Stock Holdings

ICICI Bank Ltd7.16%
Divis Laboratories Ltd5.02%
Solar Industries India Ltd4.62%
Samvardhana Motherson International Ltd4.54%
Bharat Heavy Electricals Ltd4.24%

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)

147.15

(As on Aug, 2026)

Inception Date

Nov 18, 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

2.00%

Variable Fee

1.00%

Hurdle Rate

12.00%

Profit Sharing

15% profit Sharing above 10% hurdle

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INVESTMENT PHILOSOPHY

Objective

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.

Investment Approach

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.