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Fund Snapshot

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About Fund Manager

Mr Bhavin Shah

Mr Shah, the fund manager of Sameeksha Capital Equity PMS holds a Master’s degree in computer engineering from the University of California and an MBA with Beta Gamma Sigma honours from University of Chicago Booth School of Business. In the field of microprocessor design, Bhavin has two US patents.

Investment Philosophy

  • Sameeksha Capital Equity PMS focuses on process-driven investing, and it has developed proprietary analytical models and methods that it uses to find companies with superior risk-reward characteristics.
  • Individual biases and mistakes are arguably reduced by following a comprehensive set of rules that guides the fund through their investment process.
  • Sameeksha Capital Equity PMS follows an absolute return strategy and invests in equities with a long-term horizon (three years or more), but does not have a set holding period.

Unique Feature

Entry-Exit Options

Entry Option Trading in the investor account starts after the amount is credited to the pool account. India Equity PMS is open-ended, and the investor can join at any time.

 Exit Option The Investor can make a full or partial redemption at any time, subject to the applicable exit load.

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Fund Overview

The Sameeksha India Equity PMS fund invests in listed Indian equities through Separately Managed Accounts (SMAs) for investors with an Indian Tax ID. The fund aims to achieve superior risk-adjusted returns by leveraging deep fundamental research and an active management approach. It focuses on Focuses on fundamentally strong Indian companies with high growth potential & employs a research-driven approach to identify high-quality businesses. Along with this the fund also strives to maintain a disciplined risk management framework.

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