Sameeksha - Equity Fund

Sameeksha - Equity Fund

EQUITY MULTI CAP
Invests in long-term growth opportunities in Indian companies across market capitalization.
+20.63%
3Y annualised returns
+13.47%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
01 Apr '16
Total AUM
₹1,177.59Cr
Min. investment
₹5,00,00,000
Benchmark
S&P BSE 500 Total Return Index
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹5,00,00,000
Exit load
Fee charged on redemption before the completed holding period
3.00%
PMS management

BS
Bhavin Shah
Founder, Sameeksha Capital
View details

About
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.
Experience
Over twenty years of experience in leadership roles.
Investment philosophy
Building and leading top-ranked institutional equity franchises.
Previously worked at
  • JP Morgan
  • Credit Suisse
  • Equirus
Awards
  • Achieved #1 rankings from Global Institutional Investors for a decade. Built three top-ranked institutional equity franchises. Jointly holds two US patents for Microprocessor Design.
PMS house
Sameeksha Capital Pvt Ltd
Sameeksha Capital Pvt Ltd
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