Equity Fund

Sameeksha Capital Pvt Ltd
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
1 April 2016
Min. Investment
₹5,00,00,000
AUM (Cr.)
₹1190.10
SIP Available
No
STP Available
Yes

Investment Strategy

Investment Approach

We focus on identifying and investing in Indian companies exhibiting robust long-term growth potential, irrespective of their market capitalization. Our investment philosophy prioritizes businesses with sustainable competitive advantages, substantial addressable markets capable of supporting sustained expansion, experienced management teams committed to enhancing shareholder value, and an entry valuation that presents a compelling risk-adjusted return profile.

Investment Objective

To pursue elevated, long-term risk-adjusted returns within the Indian equity market, employing a flexible approach to portfolio allocation rather than adhering strictly to a fully invested model.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -1.66% -0.24% -1.42%
3 MONTHS 1.25% 5.02% -3.77%
6 MONTHS -3.40% 1.63% -5.03%
1 YEAR 5.34% 7.63% -2.29%
2 YEAR 13.41% 11.65% 1.76%
3 YEAR 25.46% 16.41% 9.05%
5 YEAR 23.46% 16.82% 6.64%
SINCE INCEPTION 21.52% 16.00% 5.52%

Calendar Year Performance

Year Return
CY 2025 5.34%
CY 2024 22.10%
CY 2023 53.50%
CY 2022 -0.30%

Financial Year Performance

Year Return
FY 26_YTD 10.41%
FY 25 13.62%
FY 24 60.10%
FY 23 4.50%

Past performance is not indicative of future results. Returns are subject to market risks.

Fund Managers

Bhavin Shah

Founder / Portfolio Manager

Bhavin Shah is a highly distinguished professional with a remarkable track record in the investment industry. He boasts an unparalleled decade-long consecutive tenure as the number one ranked professional by Global Institutional Investors, a testament to his consistent excellence. With over twenty years of experience, Mr. Shah has held pivotal leadership positions in establishing three leading institutional equity franchises. These include a global franchise at JP Morgan, an Asian franchise at Credit Suisse, and an Indian franchise at Equirus. He founded Sameeksha Capital to professionally manage his personal capital, thereby offering his extensive expertise to a broader investor base through an institutional framework. Mr. Shah is a recognized voice in the financial community, frequently sharing his insights on equity markets through appearances on prominent global business television channels and in financial publications. Academically, Mr. Shah holds an MBA from the University of Chicago Booth School of Business, graduating with Beta Gamma Sigma honors, and a Master’s degree in Computer Engineering from the University of California. He is also a co-holder of two US patents related to Microprocessor Design.

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
9334.70
portfolio age
9 Yrs, 8 Months
sip
Not Available
stp
Available

Fee Structure

Fixed Fee

AMC: 0%

Variable Fee

AMC: 1.2%

Hurdle: 10%

Profit Sharing: 20%

Exit Load

Year 1: 3%

Year 2: 0%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)