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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 | −3.7% | −5.6% | +1.8% |
| 3 Months | −1.8% | −3.6% | +1.8% |
| 6 Months | +11.4% | +8.1% | +3.3% |
| 1 Year | 0.0% | −2.3% | +2.3% |
|---|
| 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 | +1.2% | +11.7% | −10.5% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 38-month window · Source: Computed from NAV history
Maximum drawdown: 17.8%
Sameeksha Capital’s story and investment philosophy are on the Sameeksha Capital firm page.
Bhavin Shah
Founder & Chief Investment Officer
The founder, Bhavin Shah, is one of the most awarded equity professionals in the industry. He set up Sameeksha Capital to manage his own family's savings in an institutional framework, making him, in effect, the firm's first client.
Abhay Bhalerao
Portfolio Councilor
Abhay Bhalerao serves as a Portfolio Councilor and is a member of the investment committee at Sameeksha Capital. As part of the committee, he contributes to the firm’s process-driven, technology-backed research framework and participates in portfolio oversight and decision making aimed at delivering consistent, risk-adjusted performance.
Pallavi Deshpande
Portfolio Councilor
Pallavi Deshpande is a Portfolio Councilor and member of the investment committee at Sameeksha Capital. She supports the firm’s disciplined investment process built on proven research frameworks, governance standards and a strong focus on risk-adjusted returns.
Devang Patel
Portfolio Councilor
Devang Patel serves as a Portfolio Councilor at Sameeksha Capital and is part of the investment committee. He contributes to the firm’s structured investment process, helping maintain consistency in research, portfolio construction and adherence to risk-adjusted performance objectives.
Kahaan Shah
Chief Business Officer
Registration No
INP000004995
Fund Manager
Mr.Devang Patel
Principal Officer
Mr.Devang Patel
Inflow
₹0.00 Cr
Outflow
₹0.00 Cr
Net
₹0.00 Cr
Not reported — complaint data for this strategy isn't available yet.
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