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Long Horizon Fund
Sameeksha Capital Private Limited
68.14 CR AUM
Long Horizon Fund
Sameeksha Capital Private Limited
68.14 CR AUM
BSE 500 TRI
Benchmark
0yr 5mo
Age
EQUITY
Strategy
Management Fee: 2.25%
Fixed Fees
Management Fee: 0.6%; Cumulative Hurdle Rate of 7% applied to High Water Mark set on Gross NAV 7%; Performance Fee 20%
Variable Fees
1st Year : 3%
Exit Load
BSE 500 TRI
Benchmark
0yr 5mo
Age
EQUITY
Strategy
Management Fee: 2.25%
Fixed Fees
Management Fee: 0.6%; Cumulative Hurdle Rate of 7% applied to High Water Mark set on Gross NAV 7%; Performance Fee 20%
Variable Fees
1st Year : 3%
Exit Load

bhavin shah
Fund Manager
EQUITYStrategies
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.
Purpose
The investment objective of the said approach is to generate superior absolute returns for the Client relative to the benchmark. The fund will typically invest in seven to twenty five securities listed on exchanges though it may exceed the upper limit in terms of number of securities if required. The fund can have a relatively high sector and company concentration with an indicative single sector exposure limit of 40% and single company exposure limit of 15% at cost and 30% at market value.
Investment Approach v/s Benchmark Metrics
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1M IA return
-7.90%
1M benchmark return
-11.37%
Alpha
3.47%
1M Wealth multiple
0.92x
Investment Approach v/s Benchmark Performance
2026
2026
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Unlock all metrics
Login to see the live performance and return
Wealth Creation Calculator
1M IA return
-7.90%
1M benchmark return
-11.37%
Alpha
3.47%
1M Wealth multiple
0.92x
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