Sameeksha India Equity Fund

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Sameeksha India Equity Fund

Sameeksha Capital Private Limited

1,197.51 CR AUM

BSE 500 TRI

Benchmark

10yr 1mo

Age

EQUITY

Strategy

Management Fee: 2.25%

Fixed Fees

Management Fee: 0.6%; Cumulative Hurdle Rate of 7% applied to High Water Mark set on Gross NAV 7%; Performance Fee 20%

Variable Fees

1st Year : 3%

Exit Load

BSE 500 TRI

Benchmark

10yr 1mo

Age

EQUITY

Strategy

Management Fee: 2.25%

Fixed Fees

Management Fee: 0.6%; Cumulative Hurdle Rate of 7% applied to High Water Mark set on Gross NAV 7%; Performance Fee 20%

Variable Fees

1st Year : 3%

Exit Load

bhavin shah

Fund Manager

EQUITYStrategies

Mr. Bhavin Shah is one of the most awarded (unprecedented streak of a decade of number One Rankings by the Global Institutional Investors) professionals in the industry. In his career spanning over twenty years, Mr. Bhavin Shah has played leadership roles in building from scratch three top ranked Institutional Equity franchises: Global (JP Morgan), Asian (Credit Suisse) and Indian (Equirus). Mr. Bhavin Shah set up Sameeksha Capital to manage his personal savings in an institutional setup and hence enable others to benefit from his expertise. Mr. Bhavin Shah has appeared on business TV channels and Magazines across the globe to present his views on equities. He holds a MBA degree with Beta Gamma Sigma honors from the top ranked University of Chicago Booth school of Business and a Master's degree in Computer Engineering from the University of California. Mr. Bhavin Shah jointly holds two US patents for Microprocessor Design.

Purpose

The investment objective of the said approach is to generate superior absolute returns for the Client. The fund will typically invest in stocks of 15-35 companies listed on exchanges though it may exceed the upper limit in terms of number of stocks if required. The fund may also take a position in a specific ETF (Exchange traded fund) or a mutual fund if that meets the objective of the fund to generate superior risk adjusted return. The fund can have a relatively high sector and company concentration with an indicative single sector exposure limit of 40% and single company exposure limit of 15% at cost and 30% at market value.

Investment Approach v/s Benchmark Metrics

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Wealth Creation Calculator

1M IA return

14.14%

1M benchmark return

10.38%

Alpha

3.76%

1M Wealth multiple

1.14x

Investment Approach v/s Benchmark Performance

2026

Unlock all metrics

Wealth Creation Calculator

1M IA return

14.14%

1M benchmark return

10.38%

Alpha

3.76%

1M Wealth multiple

1.14x

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