Sameeksha Capital Investment Fund – Category III AIF


Key Portfolio Attributes

Mr. Bhavin Ajitkumar Shah

Fund Category: Category III AIF

Structure: Open Ended

No. of stocks: 15-30

Fund Manager's Name: Bhavin Ajitkumar Shah

Fund Manager Experience:

Mr. Bhavin Shah is one of the most awarded (unprecedented streak of a decade of number One Rankings by the Global Institutional Investors) professionals in the industry. In his career spanning over twenty years, Bhavin has played leadership roles in building from scratch three top ranked Institutional Equity franchises: Global (JP Morgan), Asian (Credit Suisse) and Indian (Equirus). Bhavin set up Sameeksha Capital to manage his personal savings in an institutional setup and hence enable others to benefit from his expertise. As such, he is Sameeksha’s first client, and under his leadership, Sameeksha PMS has delivered superior performance since inception. Bhavin has appeared on business TV channels and Magazines across the globe to present his views on equities.

Fund Manager Qualification:

He holds an MBA degree with Beta Gamma Sigma honours from the top ranked University of Chicago Booth school of Business and a Master’s degree in Computer Engineering from the University of California. Bhavin jointly holds two US patents for Microprocessor Design.

Investment Objective

The investment objective of Sameeksha Capital Investment Fund- Category III AIF is that it seek seeks capital appreciation on a long-term sustainable basis while managing investment risk

Investment Philosophy

The investment philosophy of Sameeksha Capital Investment Fund- Category III AIF is that the fund may invest in between 15-30 equity/equity-oriented securities across multiple sectors as part of its Core Strategy. Sameeksha Capital Investment Fund- Category III AIF may also adopt an Alternate Strategy for part of its portfolio, to enhance the overall returns to the investors. For this purpose, Sameeksha Capital Investment Fund- Category III AIF may primarily invest in derivatives such as Index (Nifty, Banknifty and others) Options, Index (Nifty, Banknifty and others) Futures, Stock Futures and Options, other approved equity derivative products and such other instruments as permissible under SEBI (AIF) Regulations. The Fund manager may, under this strategy, also invest in equity shares, debt securities or any other securities as permitted under the AIF Regulations on a short-term basis.

Investment Strategy

The investment strategy of Sameeksha Capital Investment Fund- Category III AIF is that it aims to pursue investment strategies that are likely to deliver long term capital appreciation while managing risk. Sameeksha Capital Investment Fund- Category III AIF will primarily invest in equity/equity-oriented securities, debt securities or such other permissible securities under the AIF regulations as a part of its long-term strategy (referred also as Core strategy). Sector Allocation shall be defined from time to time based on prudent judgment of the investment manager, subject to a cap of 40% in a single sector. The fund may also aim to enhance returns by lending its holdings through Stock lending and borrowing mechanism (SLBM).



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