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Sameeksha Capital - Equity Fund
Sameeksha Capital - Equity Fund

Sameeksha Capital - Equity Fund

  • Sameeksha Capital Pvt Ltd
  • Multi Cap AND Flexi Cap
  • 13
    Out of 118*
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PMS Bazaar
Portfolio age9 years, 8 months
2.71%
4.27%
Hurdle Rate**10%
Fixed fee0.00%
Min. Investment5 Crs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 31/10/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
Allocation by Market Cap
Undisclosed
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

Bhavin Shah
  • Manager Rank13 Out of 168
    i
    Rank is based on 3-year return
  • Schemes Managed1
  • Total AUM1177.59
  • Highest Return In 1 Yr5.61%
Profile

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, Mr.Bhavin Shah has played leadership roles in building from scratch three top ranked Institutional Equity franchises: Global (JP Morgan), Asian (Credit Suisse) and Indian (Equirus).Mr. Bhavin Shah set up Sameeksha Capital to manage his personal savings in an institutional setup and hence enable others to benefit from his expertise. Mr.Bhavin Shah has appeared on business TV channels and Magazines across the globe to present his views on equities. He holds a MBA degree with Beta Gamma Sigma honors from the top ranked University of Chicago Booth school of Business and a Master’s degree in Computer Engineering from the University of California. Mr.Bhavin Shah jointly holds two US patents for Microprocessor Design.

Other Schemes
AUM (₹ Cr)
₹1,177.59 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
184 Out of 251
Fixed Fee
0.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoPEER ANALYSIS

AUM (₹ Cr)
₹1,177.59 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
184 Out of 251
Fixed Fee
0.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
12%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 251
Fixed Fee
2.00%
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 251
Fixed Fee
2.50%
AUM (₹ Cr)
₹405.16 Cr
Hurdle Rate
No Option
Benchmark
MSEI SX 40 TRI
Category Rank
5 Out of 251
Fixed Fee
No Option
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Sameeksha Capital Pvt Ltd
Sameeksha Capital Pvt Ltd manages assets worth Rs 1177.59 crores. Its current offering of PMS schemes includes 1 Multi Cap And Flexi Cap scheme.

AUM (₹ cr)

1,177.59 (As on Oct, 2025)

Number of Schemes

1
Schemes From This AMC
AUM (₹ Cr)
₹1,177.59 Cr
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category
Multi Cap AND Flexi Cap
Category Rank
184 Out of 251
Fixed Fee
0.00%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Sameeksha Capital - Equity Fund?
The hurdle rate of Sameeksha Capital - Equity Fund is 10%.
What is the fixed fee charged in Sameeksha Capital - Equity Fund ?
The fixed fee charged in Sameeksha Capital - Equity Fund is 0.00%.
What is the variable fee charged in Sameeksha Capital - Equity Fund ?
The variable fee charged in Sameeksha Capital - Equity Fund is 1.20%(RI) / 1.40%(NRI).
What is the profit sharing in Sameeksha Capital - Equity Fund ?
The profit sharing in Sameeksha Capital - Equity Fund is 20% Profit Sharing over 10% Hurdle.
What is the minimum investment in Sameeksha Capital - Equity Fund ?
The minimum investment in Sameeksha Capital - Equity Fund is ₹5 Crs
What type of scheme is Sameeksha Capital - Equity Fund?
Sameeksha Capital - Equity Fund is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.
What is the inception date of Sameeksha Capital - Equity Fund?
The inception date of Sameeksha Capital - Equity Fund is Apr 01, 2016.
What is the exit load of Sameeksha Capital - Equity Fund?
Exit load is 3.00% if redeemed in 0-1 year, 0% thereafter.