Strategy performance
Tailored Discretionary Portfolio - Balanced
Sanctum Wealth Private Limited · AUM ₹9.49 Cr · as of Sep 2026
Our read
₹100 grew to ₹158.9 since inception (+8.5% CAGR), with a max drawdown of −7.8%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+5.3%
Since inception
+8.5%
Max drawdown
−7.8%
Volatility
+8.4%
Peer position
Loading peer ranks…
Performance
Tailored Discretionary Portfolio - Balanced₹158.9Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +4.2% | −0.6% | −7.3% | +4.6% | +0.7% | −0.7% | +1.1% | +1.7% | −3.4% | −0.1% | |||
| 2025 | 0.0% | 0.0% | −0.1% | +3.6% | +1.8% | +2.0% | −0.7% | +0.1% | +3.1% | +3.0% | +1.8% | +1.3% | +17.0% |
| 2024 | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% |
| 2023 | −2.0% | −0.6% | +0.5% | +2.3% | +1.9% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | +2.0% |
| 2022 | −0.5% | −2.3% | +5.5% | −0.5% | −3.2% | −3.0% | +5.1% | +3.4% | −3.2% | +4.4% | +3.4% | −3.1% | +5.5% |
| 2021 | +6.5% | +0.5% | +0.2% | +5.2% | +1.5% | +1.1% | +5.4% | +3.6% | +0.4% | −2.0% | +1.6% | +26.3% |
Metrics
Tearsheet- 1M return
- −3.4%
- 3M return
- −0.6%
- 6M return
- +4.0%
- 1Y return
- +6.2%
- 2Y CAGR
- +8.1%
- 3Y CAGR
- +5.3%
- 5Y CAGR
- +4.7%
- Since-inception CAGR
- +8.5%
- Total return
- +58.9%
- Average month
- +0.7%
- Median month
- 0.0%
- Average up month
- +2.6%
- Best month
- +6.5%
- Best rolling 12M
- +25.7%
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 - Balanced performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Tailored Discretionary Portfolio - Balanced performed?
- Tailored Discretionary Portfolio - Balanced (Sanctum Wealth Private Limited) shows CAGR 8.52% and max drawdown -7.85% 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 - Balanced CAGR / max drawdown?
- CAGR is 8.52%; max drawdown is -7.85%. We only publish CAGR when there are enough months (≥12 on this track of 68 months). Learn more
- Where do Tailored Discretionary Portfolio - Balanced 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 - Balanced?
- 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