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Sameeksha India Equity Fund

Sameeksha India Equity Fund is a Equity Portfolio Management Service launched by Sameeksha Capital Private Limited on April 2016. Managed by Bhavin Shah, the fund holds ₹1280 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh, with a Management Fee: 2.25%% fixed fee and Management Fee: 0.6%; Cumulative Hurdle Rate of 7% applied to High Water Mark set on Gross NAV 7%; Performance Fee 20%% performance fee. Trailing returns: -0.83% (1Y), 20.44% CAGR (3Y), 20.71% since inception. Performance data as of July 2026.

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Sameeksha India Equity Fund

Sameeksha Capital Private Limited

1,280.05 CR AUM

Sameeksha India Equity Fund

Sameeksha India Equity Fund

Sameeksha Capital Private Limited

1,280.05 CR AUM

BSE 500 TRI
Benchmark
10yr 3mo
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
10yr 3mo
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
Fund manager

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.

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.

What is this fund's investment objective?

The investment objective of the said approach is to generate superior absolute returns for the Client. The fund will typically invest in stocks of 15-35 companies listed on exchanges though it may exceed the upper limit in terms of number of stocks if required. The fund may also take a position in a specific ETF (Exchange traded fund) or a mutual fund if that meets the objective of the fund to generate superior risk adjusted return. 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.

How has Sameeksha India Equity Fund performed?

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1M IA return
6.05%
1M benchmark return
1.73%
Alpha
4.32%
1M Wealth multiple
1.06x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
6.05%
1M benchmark return
1.73%
Alpha
4.32%
1M Wealth multiple
1.06x

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