SAMATVA INVESTMENT ADVISERS LLP • Equity
Samatva Small Cap Strategy is an equity portfolio management service (PMS) strategy run by SAMATVA INVESTMENT ADVISERS LLP, launched on 11 Sep 2025. As of 30 Sep 2026, it manages ₹126 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +15.58% over 1 year (+11.57% since inception). Over 1 year, the BSE 500 TRI returned -2.33%, so the strategy is 17.91 percentage points ahead of its benchmark. The minimum investment is ₹50 Lakhs. The strategy is managed by Ashwin Reddy Ramayyagari.
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -2.00% |
| 3 Months | -2.91% |
| 1 Year | +15.58% |
| Since Inception | +11.57% |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callSamatva Small Cap Strategy has a 1-year return of +15.58% and +11.57% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 1 year, Samatva Small Cap Strategy returned +15.58% against -2.33% for the BSE 500 TRI, 17.91 percentage points ahead. Figures as of 30 Sep 2026.
Samatva Small Cap Strategy is managed by Ashwin Reddy Ramayyagari at Samatva Investment Advisers. The strategy manages ₹126 Cr of client assets as of 30 Sep 2026.
Samatva Small Cap Strategy manages ₹126 Cr of client assets as of 30 Sep 2026.
The minimum investment for Samatva Small Cap Strategy is ₹50 Lakhs.
Samatva Small Cap Strategy was launched on 11 Sep 2025. It has a 1-year track record.
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