Sanctum Wealth Private Limited • Equity
Tailored Discretionary Portfolio - Aggressive is an equity portfolio management service (PMS) strategy run by Sanctum Wealth Private Limited, launched on 11 Nov 2016. As of 30 Sep 2026, it manages ₹104 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -0.33% over 1 year, +8.23% over 3 years and +6.60% over 5 years (+9.83% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 0.97 percentage points behind of its benchmark. Its 3-year return ranks 334th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Shiv Gupta.
Ranked nearby on 3-year return: Solitaire (+8.27%), Barclays Wealth Dynamic Opportunities portfolio (+8.26%), White Oak India Pioneers Equity Portfolio STP Plan (+8.22%), ICICI Prudential PMS Enterprising India Strategy Series II (+8.19%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -5.43% |
| 3 Months | -3.76% |
| 1 Year | -0.33% |
| 3 Years | +8.23% |
| 5 Years | +6.60% |
| Since Inception | +9.83% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callTailored Discretionary Portfolio - Aggressive has a 1-year return of -0.33%, a 3-year return of +8.23%, a 5-year return of +6.60% and +9.83% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Tailored Discretionary Portfolio - Aggressive returned +6.60% against +8.91% for the BSE 500 TRI, 2.31 percentage points behind. Over 3 years it returned +8.23% against +9.20%; Over 1 year it returned -0.33% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Tailored Discretionary Portfolio - Aggressive's 3-year return of +8.23% ranks 334th as of 30 Sep 2026.
Tailored Discretionary Portfolio - Aggressive is managed by Shiv Gupta at Sanctum Wealth. The strategy manages ₹104 Cr of client assets as of 30 Sep 2026.
Tailored Discretionary Portfolio - Aggressive manages ₹104 Cr of client assets as of 30 Sep 2026.
The minimum investment for Tailored Discretionary Portfolio - Aggressive is ₹50 Lakhs.
Tailored Discretionary Portfolio - Aggressive was launched on 11 Nov 2016. It has a 9-year track record.
Description
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