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Sanctum Indian Titans

Scheme Rating

IME Scheme Rating

The Scheme does not meet our selection criteria at this time

Not a recommended fund: This is not a recommended fund, primarily because the AMC does not meet our selection criteria. We believe that there are better fund houses to invest in, within the Indian mutual fund universe.

IME Strategy Rating

Multicap Strategy: Flexi-cap strategy with no defined market cap biases. To actively manage open positions by booking profits at desired price targets and rebalancing portfolios to reflect changes in fundamentals of individual securities and at an overall portfolio level.

PMS Scheme Ratings are driven by IME’s Proprietary Scheme Rating Methodology, which takes into account our ratings of the Scheme’s investment strategy, its maturity, the investment team, and our separate rating on the AMC that runs this particular scheme. Our views on each of these individual criteria are available via the IME RMS – which you can view by reaching out to one of our relationship managers (using either the live chat or book appointment feature on this site).

IME View on Sanctum Indian Titans

Type: Large & Midcap | GARP | AUM (324.3 cr) | Inc Date (18 Nov 2016)

Sanctum India Titans- Investment Strategy

Sanctum India PMS’s Titans Portfolio focus on investing in structural growth themes offered by the vibrant Indian economy. This philosophy is complemented with opportunistic ideas that the market misprices from time to time.

Trailing Performance

1yr 3yr 5yr Since Inception
Sanctum Indian Titans 21.9 15.3 18.2 14.3
S&P BSE 500 TRI 39.5 19.5 19 17.3
Alpha over Broad Mkt BM -17.6 -4.2 -0.8 -3
Nifty 500 38.4 18.1 17.5
Alpha over Category BM -16.5 -2.8 0.7

Performance as of: 28-Feb-23 | Inception Date: 18-Nov-16

Fund Managers

Hemang Kapasi | 3-star rated FM

Fund Manager | 19 yrs Experience | 6 yrs at current firm

Past Experience: Canara Robeco (FM), ICICI Bank (Treasury)

Prior to joining Sanctum, Hemang worked at Canara Robeco for 9 years (3 years as a FM and 6 years as a Research Analyst). Before Canara Robeco, Hemang worked in the treasury department of ICICI Bank.

Fee Structure

Fee StructureFee
Fixed Fee Structure2
Variable Fee Structures1% fixed + 15% above 12% hurdle
Exit Fees

AMC

AMC: Sanctum PMS (click link for detailed AMC review)

Not a recommended AMC: At IME, we strongly believe that a PMS provider needs to come with a strong investment background. Wealth management-driven PMS's (like Sanctum PMS) can often achieve scale based on their in-house distribution strengths, but this does not make them an attractive investment option for PMS investors.

Sanctum PMS does not meet our criteria for PMS AMC Selection at this time. Understand our AMC rating criteria at AMC Rating Criteria or contact us via the LiveChat to learn more.

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Details shared on the public website, are only a short snapshot of the more detailed analysis that resides in our Proprietary Research Management Solution (RMS) – A proprietary cloud-based tool, that ensures that the unbiased research insights of our central research team are shared directly with investors.

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Note: PMS AMC & Scheme Reviews and Ratings are based on IME Capital’s Proprietary Review and Rating Methodology (read more here: AMC Rating & Scheme Ratings). These reflect the unbiased views of our central research team, based on our assessment of the investment value of these PMS/AIF strategies for our investors. We follow a highly stringent rating-criteria, where approximately 50% of PMS AMC’s & strategies would be rated 2-star or below (this is not meant to indicate that these funds are not investment-worthy, but that they do not currently fulfill the requirements we focus on for recommending funds to our investors — based on our internal views on the merit of the AMC/strategy relative to peers). Reviews & Ratings are primarily based on research of publicly available information (SEBI disclosures, PMS websites, PMS-aggregation platforms, webinar recording, media interviews etc.) and no explicit consent is required from AMCs for the same. While we endeavour to do further due-diligence via direct interactions with the investment teams of AMCs, this is typically restricted to AMC’s that meet our foundational fund selection criteria (reviews on lower-rated AMCs are often based solely on publicly available information). The views reflected in our Reviews & Ratings, are our independent views and may not be shared by the AMC’s and the investment teams. Please read detailed disclaimer for more.