Strategy performance
Sanctum Multi Asset Portfolios - Shield
Sanctum Wealth Private Limited · AUM ₹18.5 Cr · as of Sep 2026
Our read
₹100 grew to ₹144.9 since inception (+11.2% CAGR), with a max drawdown of −3.6%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+11.4%
Since inception
+11.2%
Max drawdown
−3.6%
Volatility
+4.1%
Peer position
Loading peer ranks…
Performance
Sanctum Multi Asset Portfolios - Shield₹144.9Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +2.9% | +0.1% | −3.6% | +2.3% | +0.7% | −0.3% | +0.7% | +1.5% | −1.8% | +2.3% | |||
| 2025 | +1.2% | −0.3% | +2.2% | +2.4% | +1.4% | +0.8% | +0.3% | +0.4% | +2.4% | +2.0% | +1.2% | +0.7% | +15.9% |
| 2024 | +0.9% | +1.3% | +1.7% | +1.3% | +0.9% | +1.5% | +1.1% | +1.2% | +1.4% | −0.3% | −0.3% | −0.2% | +11.1% |
| 2023 | +1.3% | +1.3% | +0.5% | +1.4% | +0.2% | +0.1% | +0.4% | +2.3% | +2.2% | +10.1% |
Metrics
Tearsheet- 1M return
- −1.8%
- 3M return
- +0.3%
- 6M return
- +2.9%
- 1Y return
- +6.4%
- 2Y CAGR
- +8.5%
- 3Y CAGR
- +11.4%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +11.2%
- Total return
- +44.9%
- Average month
- +0.9%
- Median month
- +1.2%
- Average up month
- +1.3%
- Best month
- +2.9%
- Best rolling 12M
- +18.3%
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 - Shield performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Sanctum Multi Asset Portfolios - Shield performed?
- Sanctum Multi Asset Portfolios - Shield (Sanctum Wealth Private Limited) shows CAGR 11.19% and max drawdown -3.57% 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 - Shield CAGR / max drawdown?
- CAGR is 11.19%; max drawdown is -3.57%. We only publish CAGR when there are enough months (≥12 on this track of 42 months). Learn more
- Where do Sanctum Multi Asset Portfolios - Shield 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 - Shield?
- 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