Tailored Discretionary Portfolio - Aggressive
Tailored Discretionary Portfolio - Aggressive is a Equity Portfolio Management Service launched by Sanctum Wealth Private Limited on November 2016. Managed by Shiv Gupta, the fund holds ₹109 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: -0.91% (1Y), 10.32% CAGR (3Y), 10.54% since inception. Performance data as of July 2026.
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Tailored Discretionary Portfolio - Aggressive
Sanctum Wealth Private Limited
108.69 CR AUM
Tailored Discretionary Portfolio - Aggressive
Sanctum Wealth Private Limited
108.69 CR AUM
BSE 500 TRI
Benchmark
9yr 8mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
9yr 8mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
shiv gupta
Fund Manager
EQUITYStrategies
As part of the Hubbis Indian Private Wealth Management Year-End Review 2024, Shiv Gupta, Founder and Chief Executive Officer of Sanctum Wealth, reflects on a year of robust growth for India's wealth management industry. Gupta discusses the key trends shaping the sector, from accelerated wealth creation and the rise of private markets to the challenges of talent acquisition and uneven technology adoption.
What is this fund's investment objective?
Endeavour to achieve capital appreciation while accepting a higher degree of volatility.
How has Tailored Discretionary Portfolio - Aggressive performed?
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1M IA return
3.08%
1M benchmark return
1.73%
Alpha
1.35%
1M Wealth multiple
1.03x
How has this fund performed vs its benchmark?
2026
2026
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Wealth Creation Calculator
1M IA return
3.08%
1M benchmark return
1.73%
Alpha
1.35%
1M Wealth multiple
1.03x
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