The fund focus on process driven investing and have developed proprietary analytical models and methods which we follow rigorously to identify companies with superior risk-reward characteristics. A comprehensive set of rules guide us in our investment process and arguably reduce individual biases and mistakes.
It pursues an absolute return strategy and invest in equities with a long term (three year plus) horizon but do not restrict ourselves to any specific holding period.
|Alpha (1Y)||Beta (1Y)||Standard Deviation (1Y)||% of +ve Months (SI)|
Performance Table #
|Trailing Returns (%)||1m return||3m return||6m return||1y return||2y return||3y return||5y return||10y return||Since inception return|
|Nifty 500 TRI||-4.2%||-0.7%||-2.7%||8.3%||36.3%||15.3%||13.1%||-||15.1%|
|Strategy||Category||Fund Manager||Date of Inception||Age Of PMS||Corpus (in Cr, approx)||Benchmark||Returns SI (CAGR)||Stocks In Portfolio||Sectors In Portfolio|
|Sameeksha Capital Equity Fund||Multi Cap||Mr. Bhavin Shah||01 April 2016||6Y 2M||545.5||Nifty 500 TRI||20.1%||26||5|
|Portfolio Quality (Q)||Portfolio Risk (R)||Portfolio Consistency (C)|
|Index||Category Alpha (1Y)||Relative Alpha (1Y)||
% of +ve Months
|Alpha (1Y)||Beta (1Y)||
Standard Deviation (1Y)
Sharpe Ratio (1Y)
|Alpha (SI)||Information Ratio (SI)||Consistency Ratio %|
|Nifty 50||5.22%||-0.67%||67.12%||4.55%||0.75||12.25%||1.62||7.04%||0.57||58.90 %|
|Nifty 500||2.75%||-0.28%||2.47%||0.94||6.61%||0.61||61.64 %|
|Nifty Midcap 100||-4.40%||2.51%||-1.89%||0.81||6.44%||0.58||58.90 %|
|Nifty Smallcap 100||-8.59%||3.39%||-5.20%||0.52||8.08%||0.57||52.05 %|
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
|Real Estate Operating Companies||6.12|
|Banking and Finance||27.18|
Market Cap Allocation
From the Founders & Managers of Sameeksha Capital PMS
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#Returns as of 31 May 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Mar 22.