PMS for PFs and Special Mandates
ENAM India Equity
GOI MANDATE
Q India Value Equity Strategy - Constrained V
ICICI Prudential PMS Contra Strategy
CUSTOMISED DISCRETIONARY PORTFOLIO - EQUITY
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Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | S&P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 Month | −2.0% | −5.6% | +3.6% |
| 3 Months | −2.9% | −3.6% | +0.7% |
| 6 Months | +35.9% | +8.1% | +27.8% |
| 1 Year | +15.6% | −2.3% | +17.9% |
|---|
| 2 Years | 0.0% | −3.9% | +3.9% |
|---|
| 3 Years (CAGR) | 0.0% | +9.2% | −9.2% |
|---|
| 4 Years (CAGR) | 0.0% | +11.2% | −11.2% |
|---|
| 5 Years (CAGR) | 0.0% | +8.9% | −8.9% |
|---|
| Since launch | +11.6% | +11.7% | −0.1% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 10-month window · Source: Computed from NAV history
Maximum drawdown: 15.4%
Samatva Investments’s story and investment philosophy are on the Samatva Investments firm page.
Ashwin Reddy
Founder
Ashwin Reddy founded Samatva Investments in 2017 to advise long-term investors in Indian public equities. He brings over 18 years of experience in equity research and fund management. Prior to Samatva, he spent four years at CWC Advisors, a USD 300 Mn public markets firm backed by leading global investors, including top U.S. university endowments. At CWC, he was a generalist investor covering companies across sectors and market caps. Ashwin holds an MBA from the Indian School of Business (ISB) and a BTech in Electronics and Communications from JNTU, Hyderabad.
Registration No
INP000009348
Fund Manager
Mr.Ashwin Reddy Ramayyagari
Principal Officer
Mr.Ashwin Reddy Ramayyagari
Inflow
₹8.90 Cr
Outflow
₹3.93 Cr
Net
₹4.97 Cr
Not reported — complaint data for this strategy isn't available yet.
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