Sameeksha Capital Private Limited • Equity
Sameeksha India Equity Fund is an equity portfolio management service (PMS) strategy run by Sameeksha Capital Private Limited, launched on 1 Apr 2016. As of 30 Sep 2026, it manages ₹1,286 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +3.73% over 1 year, +14.56% over 3 years and +14.78% over 5 years (+20.14% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 5.36 percentage points ahead of its benchmark. Its 3-year return ranks 125th of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹2.5 Crore. The strategy is managed by Bhavin Shah.
Ranked nearby on 3-year return: SageOne LargeCap (+14.67%), Alpha Equity (+14.57%), Karma Capital Lotus (+14.55%), All Weather (+14.51%).
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 | -3.05% |
| 3 Months | -0.21% |
| 1 Year | +3.73% |
| 3 Years | +14.56% |
| 5 Years | +14.78% |
| Since Inception | +20.14% |
| performance fee | Variable Fees: Management Fees: - 0.6% with a hurdle rate of 7%., or - 1% with a hurdle rate of 10%. Performance Fees: 20% ( = 5 Cr), 17% (5 - 10 Cr), 15% (10 - 25 Cr), 13% (25 - 50), 12% (50 - 80 Cr) |
| exit load | 1st Year : 3% 2nd Year : 1% 3rd Year : 0.5% |
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 Equity Fund has a 1-year return of +3.73%, a 3-year return of +14.56%, a 5-year return of +14.78% and +20.14% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Sameeksha India Equity Fund returned +14.78% against +8.91% for the BSE 500 TRI, 5.87 percentage points ahead. Over 3 years it returned +14.56% against +9.20%; Over 1 year it returned +3.73% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Sameeksha India Equity Fund's 3-year return of +14.56% ranks 125th as of 30 Sep 2026.
Sameeksha India Equity Fund is managed by Bhavin Shah at Sameeksha Capital. The strategy manages ₹1,286 Cr of client assets as of 30 Sep 2026.
Sameeksha India Equity Fund manages ₹1,286 Cr of client assets as of 30 Sep 2026.
The fee structure for Sameeksha India Equity Fund includes: performance fee: Variable Fees: Management Fees: - 0.6% with a hurdle rate of 7%., or - 1% with a hurdle rate of 10%. Performance Fees: 20% ( = 5 Cr), 17% (5 - 10 Cr), 15% (10 - 25 Cr), 13% (25 - 50), 12% (50 - 80 Cr); exit load: 1st Year : 3% 2nd Year : 1% 3rd Year : 0.5%.
The minimum investment for Sameeksha India Equity Fund is ₹2.5 Crore.
Sameeksha India Equity Fund was launched on 1 Apr 2016. It has a 10-year track record.
Description
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