PMS AUM (in Rs. Cr)
1301.95

No. of PMS Products
1

No. of AIF Products
2

Data as of
30 Apr 2024

Sameeksha Capital provides Wealth Management as well as Equity portfolio management (PMS) services to discerning Institutions, entrepreneurs, families and Individuals.  They have made upfront investments to develop best-in-class research capabilities and time tested processes. When a capable team follows such processes, they are likely to deliver differentiated as well as valuable outcomes for their clients. Transparency, Integrity, Objectivity and Hard Work are at core of their value system. Most importantly, they believe in being rewarded for performance above everything else.

Sameeksha Capital’s founder, Mr. Bhavin Shah, firmly believes that AI can help in navigating through data more easily, but cannot identify good companies fundamentally. So, although the team uses technology to increase efficiency of the research work or  study more companies in the same amount of time, the importance of reading beyond the lines of transcripts of conference calls is what AI cannot do, so, here comes the 140 point checklist & rules based investment approach that helps Sameeksha identify good investment opportunities at right valuations across large, mid & small cap universe.

Sameeksha follows market cap agnostic portfolio management approach with an aim to identify mis-priced large caps, and less researched small caps.

Sameeksha PMS follows a discipline of keeping right diversification with a limit on the number of stocks it holds. Also, Sameeksha PMS does not follow any model portfolio strategy, instead customizes each investors portfolio individually, which is managed well, because its in-house technology and softwares.

Like any other PMS, even Sameeksha Capital invests in businesses that have growth potential and with earnings predictability, and a clear understanding of business operations, valuation strategy applied, is what differentiates Sameeksha from others who follow growth at reasonable valuations (GARP).

Sameeksha Capital is cognizant that for large companies like HUL, it is okay to accept around 10% CAGR, but, if a higher risk is added by way of small-cap, illiquid companies, it is done on the premise of expecting a return of 20-25% CAGR.Sameeksha Capital PMS aims absolute returns and that means, if there is no investible company, it holds cash. And, it also means, that in the exceptional scenarios, where valuations look stretched, it books profits and aims to increase cash.  Keeping this in mind, Sameeksha avoids keeping too ill-liquid a portfolio.

PMS Product Performance

Company Name /
Product Name
Category Date of inception AUM 1y return 2y return 3y return 5y return 10y return Since inception return
Sameeksha Capital Equity Fund Multi Cap01 Apr 20161301.9561.20%33.20%28.20%31.40%-24.10%

Key People

bhavin-shah

Bhavin Shah
Portfolio Manager, Sameeksha Capital

Mr. Bhavin Shah is the Founder & Portfolio Manager at Sameeksha Capital. He has been rated the #1 technology sector analyst in Institutional Investors polls for a decade. He has Twenty years of experience building top research franchises: Seven years as Managing Director and the Global head of Technology at JP Morgan, Six years as Director and Head of Asia Pacific Technology at Credit Suisse and five years as founder of Equirus Securities. He has pursued a Double major in Economics and Finance, Beta Gamma Sigma cum laude from the University of Chicago Booth.

Awards & Achievements

• In 2023, Sameeksha Capital India Equity PMS was awarded Rank #2 as the Best PMS across all categories, on a 5Y Risk-Adjusted Returns. These Awards were hosted by PMS AIF WORLD, in association with IIM-Ahmedabad.

• In 2023, Sameeksha Capital India Equity PMS was awarded Rank #2 as the Best PMS across all categories, on a 3Y Risk-Adjusted Returns. These Awards were hosted by PMS AIF WORLD, in association with IIM-Ahmedabad.

• In 2022, Sameeksha Capital India Equity PMS was awarded the winner as the Fastest Wealth Creator PMS in the Multi Cap Category, on a 3Y Risk-Adjusted Returns. These Awards were hosted by PMS AIF WORLD, in association with IIM-Ahmedabad.

PMS Product Performance

Company Name /
Product Name
Date of inception AUM 1y return 2y return 3y return 5y return 10y return Since inception return
Sameeksha Capital Equity Fund 01 Apr 20161301.9561.20%33.20%28.20%31.40%-24.10%

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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