Sameeksha Capital Private Limited • Equity
Sameeksha India Diversified Investment Strategy is an equity portfolio management service (PMS) strategy run by Sameeksha Capital Private Limited, launched on 18 Nov 2025. As of 30 Sep 2026, it manages ₹16.98 Cr of client assets and is benchmarked against the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Bhavin Shah.
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 | -3.16% |
| 3 Months | +0.69% |
| Since Inception | +3.07% |
| performance fee | Variable Fees: Management fees (for both RI and NRI) (%): 0.3 & 0.5, respectively. Hurdle rate (%) for all: 10. Performance fees for all (%): 20 ( =5Cr), 17 (5-10 Cr), 15 (10-25 Cr), 13 (25-50 Cr), 12 (50-80 Cr). |
| exit load | 1% for the first 6 months. 0.5% in the next 6 months. Nil thereafter **Underlying mutual funds may charge an exit load for up to 730 days. |
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 callSameeksha India Diversified Investment Strategy has returned +3.07% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Sameeksha India Diversified Investment Strategy is managed by Bhavin Shah at Sameeksha Capital. The strategy manages ₹16.98 Cr of client assets as of 30 Sep 2026.
Sameeksha India Diversified Investment Strategy manages ₹16.98 Cr of client assets as of 30 Sep 2026.
The fee structure for Sameeksha India Diversified Investment Strategy includes: performance fee: Variable Fees: Management fees (for both RI and NRI) (%): 0.3 & 0.5, respectively. Hurdle rate (%) for all: 10. Performance fees for all (%): 20 ( =5Cr), 17 (5-10 Cr), 15 (10-25 Cr), 13 (25-50 Cr), 12 (50-80 Cr).; exit load: 1% for the first 6 months. 0.5% in the next 6 months. Nil thereafter **Underlying mutual funds may charge an exit load for up to 730 days.
The minimum investment for Sameeksha India Diversified Investment Strategy is ₹50 Lakhs.
Sameeksha India Diversified Investment Strategy was launched on 18 Nov 2025.
Description
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