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||4.8%||9.2%||8.5%||7.0%||29.8%||21.3%||13.6%||-||16.1%|
|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 5M||579.12||Nifty 500 TRI||20.2%||27||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||-1.17%||-2.88%||65.79%||-4.05%||0.79||12.51%||-0.59||6.88%||0.56||59.21 %|
|Nifty 500||-1.70%||-1.34%||-3.04%||0.92||6.57%||0.62||63.16 %|
|Nifty Midcap 100||-5.27%||3.51%||-1.76%||0.73||6.57%||0.60||59.21 %|
|Nifty Smallcap 100||0.11%||9.45%||9.56%||0.48||9.80%||0.69||53.95 %|
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 Aug 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 Jun 22.