PMS

Sameeksha India Equity Fund

Multi Cap · Portfolio Management Services

Sameeksha India Equity Fund is a PMS (Portfolio Management Services) strategy, in the multi cap category. It is managed by Mr. Bhavin Shah. It has returned +7.29% over 1 year, +16.29% over 3 years, +16.46% over 5 years, as reported by the fund manager. It manages about ₹1,331.97 crore. Its benchmark is S&P BSE 500 TRI. The minimum investment in any PMS is ₹50 lakh.

Returns

1 month
-0.38%Benchmark -0.09%
3 months
+9.15%Benchmark +3.86%
6 months
+11.48%Benchmark +1.43%
1 year
+7.29%Benchmark +4.72%
2 years
+4.24%Benchmark -0.11%
3 years
+16.29%Benchmark +12.09%
5 years
+16.46%Benchmark +10.91%
Since inception
+20.67%Benchmark +14.76%

Time-weighted returns after fees, as reported by the fund manager. Past returns do not guarantee future returns.

Strategy facts

Fund manager: Mr. Bhavin Shah
Category: Multi Cap
Benchmark: S&P BSE 500 TRI
AUM: ₹1,331.97 Cr
Inception: 01-04-2016
Minimum investment: ₹50 lakh
Number of Stocks: 50
Holding: %
Banking and Finance: 16.50
Banking and Finance: 16.50
Aviation: 10.00
Pharmaceuticals: 9.40

Common questions

What are the returns of Sameeksha India Equity Fund?

Sameeksha India Equity Fund has returned -0.38% (1 month), +9.15% (3 months), +11.48% (6 months), +7.29% (1 year), +4.24% (2 years), +16.29% (3 years), +16.46% (5 years), +20.67% (Since inception). Periods over one year are annualised.

What is the minimum investment for Sameeksha India Equity Fund?

SEBI sets the minimum investment for any PMS at ₹50 lakh, in cash or existing shares.

Who manages Sameeksha India Equity Fund?

The fund manager is Mr. Bhavin Shah.