Strategy performance
Sanctum Multi Asset Portfolios - Generation
Sanctum Wealth Private Limited · AUM ₹78.9 Cr · as of Sep 2026
Our read
₹100 grew to ₹176.1 since inception (+17.5% CAGR), with a max drawdown of −8.8%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+14.7%
Since inception
+17.5%
Max drawdown
−8.8%
Volatility
+10.2%
Peer position
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Performance
Sanctum Multi Asset Portfolios - Generation₹176.1Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.5% | 0.0% | −8.8% | +6.7% | +0.9% | −0.3% | +0.9% | +1.8% | −4.5% | −1.6% | |||
| 2025 | −1.1% | −3.5% | +4.5% | +3.5% | +2.7% | +2.5% | −0.8% | 0.0% | +2.9% | +3.6% | +1.6% | +0.8% | +17.6% |
| 2024 | +2.2% | +2.1% | +1.1% | +3.3% | +0.7% | +5.5% | +3.6% | +1.3% | +2.3% | −2.9% | −0.5% | −0.8% | +18.9% |
| 2023 | +2.9% | +3.2% | +3.6% | +4.0% | +1.0% | +1.1% | −1.6% | +6.0% | +5.1% | +28.0% |
Metrics
Tearsheet- 1M return
- −4.5%
- 3M return
- −1.9%
- 6M return
- +5.3%
- 1Y return
- +4.4%
- 2Y CAGR
- +5.3%
- 3Y CAGR
- +14.7%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +17.5%
- Total return
- +76.1%
- Average month
- +1.4%
- Median month
- +1.7%
- Average up month
- +2.8%
- Best month
- +6.7%
- Best rolling 12M
- +36.2%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Sep 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Sanctum Multi Asset Portfolios - Generation performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Sanctum Multi Asset Portfolios - Generation performed?
- Sanctum Multi Asset Portfolios - Generation (Sanctum Wealth Private Limited) shows CAGR 17.54% and max drawdown -8.82% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Sanctum Multi Asset Portfolios - Generation CAGR / max drawdown?
- CAGR is 17.54%; max drawdown is -8.82%. We only publish CAGR when there are enough months (≥12 on this track of 42 months). Learn more
- Where do Sanctum Multi Asset Portfolios - Generation returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Sanctum Multi Asset Portfolios - Generation?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more