Overview:
Sameeksha Capital’s fund invests in Indian companies with growth potential across different market sizes. Their approach involves choosing companies with strong business models and shareholder-focused management to deliver good returns. Investment strategy aims to deliver attractive risk-adjusted returns while safeguarding against permanent capital loss, making it a viable option for investors seeking superior long-term performance.
Data Source: https://pmsbazaar.com/Strategy/Sameeksha_Capital_-_Equity_Fund/Sameeksha-Capital-Pvt-Ltd
Fund Manager: Mr. Bhavin Shah
- Highly awarded professional with a decade-long number one ranking by the Global Institutional Investors.
- He has as over twenty years of experience and has led in building top-ranked Institutional Equity franchises at JP Morgan, Credit Suisse, and Equirus.
- Bhavin established Sameeksha Capital to manage his personal savings and provide others the opportunity to benefit from his expertise.
- Bhavin has appeared on various business TV channels and magazines to share his views on equities.
- He uses a 140-point checklist and a rules-based investment approach to identify good investment opportunities.
Investment Strategy:
Data Source:https://app.pmsaifworld.com/pms-details
Historical Performance
Data Source: https://sameeksha.capital/june-2023-outperformance-in-strong-month-at-the-top-again-for-the-five-year-period/
Reduced Risk, Enhanced Returns:
- The portfolio has Beta of 0.9.
This means that the portfolio is less volatile that the index. For example, if the value if index drops by 10%, then the portfolio will only drop by 9% offering a level of stability and reduced risk. - Sameeksha PMS has delivered an annualized alpha of 5.6%.(from inception)
It means that the PMS fund has outperformed its benchmark index by 5.6% on an average annual basis. For example if the index has delivered 12% on average basis, then the fund delivers 17.6% (12+5.6%) on average.
This shows that the fund delivers better returns than the index with lesser risk.
Fee Structure:
Variable Fee
AMC : 0.50% or 0.80% or 1.20%
Hurdle : 3% or 7% or 10%
Profit Sharing : 20% Profit Sharing Above Hurdle
Exit Load
1st year – 3%
2nd year – 1%
3rd year – 0%
Conclusion:
Sameeksha Capital’s fund, led by Mr. Bhavin Shah, offers a growth-focused investment strategy with reduced risk, delivering enhanced returns making it an appealing choice for investors seeking superior long-term performance.
Disclaimer: This research is for informational purposes only and does not constitute investment advice. Please do your own due diligence and consult your financial advisor before making any investments.
If you want to explore PMS, please reach out to us.
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