Strategy performance
Tailored Discretionary Portfolio - Aggressive
Sanctum Wealth Private Limited · AUM ₹111 Cr · as of Sep 2026
Our read
₹100 grew to ₹217.4 since inception (+14.7% CAGR), with a max drawdown of −20.6%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+15.8%
Since inception
+14.7%
Max drawdown
−20.6%
Volatility
+17.8%
Peer position
Loading peer ranks…
Performance
Tailored Discretionary Portfolio - Aggressive₹217.4Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −4.2% | +1.3% | −11.3% | +13.1% | +0.7% | +3.1% | −0.3% | +2.0% | −5.4% | −2.7% | |||
| 2025 | −7.0% | −10.6% | +8.3% | +0.9% | +7.0% | +2.8% | −2.5% | −2.5% | +0.6% | +2.9% | +0.5% | −1.0% | −2.2% |
| 2024 | +3.1% | +1.8% | +2.6% | +7.2% | −0.3% | +8.5% | +2.5% | +1.9% | +2.6% | −4.3% | +0.9% | −1.1% | +27.9% |
| 2023 | −4.6% | −0.4% | −6.0% | +6.6% | +6.4% | +3.8% | +3.4% | −1.9% | +0.5% | +18.4% | +6.8% | +0.9% | +36.6% |
| 2022 | +1.9% | −3.6% | +2.7% | −2.7% | −2.8% | −6.5% | +12.0% | +5.5% | −3.7% | +3.6% | +2.2% | −2.2% | +5.1% |
| 2021 | +7.8% | −0.7% | +1.5% | +5.0% | +0.3% | +2.9% | +7.6% | +1.7% | +1.3% | −4.5% | −0.2% | +24.4% |
Metrics
Tearsheet- 1M return
- −5.4%
- 3M return
- −3.8%
- 6M return
- +13.0%
- 1Y return
- −0.4%
- 2Y CAGR
- −4.7%
- 3Y CAGR
- +15.8%
- 5Y CAGR
- +11.0%
- Since-inception CAGR
- +14.7%
- Total return
- +117.4%
- Average month
- +1.3%
- Median month
- +1.3%
- Average up month
- +4.1%
- Best month
- +18.4%
- Best rolling 12M
- +71.0%
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.
Tailored Discretionary Portfolio - Aggressive performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Tailored Discretionary Portfolio - Aggressive performed?
- Tailored Discretionary Portfolio - Aggressive (Sanctum Wealth Private Limited) shows CAGR 14.69% and max drawdown -20.62% 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 Tailored Discretionary Portfolio - Aggressive CAGR / max drawdown?
- CAGR is 14.69%; max drawdown is -20.62%. We only publish CAGR when there are enough months (≥12 on this track of 68 months). Learn more
- Where do Tailored Discretionary Portfolio - Aggressive 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 Tailored Discretionary Portfolio - Aggressive?
- 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