IA Insight Report
IA Insight REPORT

Sameeksha India Diversified Investment Strategy

Investment Approach Details

₹10.02

(AUM CR)
   

Sameeksha Capital Private Limited

BSE 500 TRI

Equity

Equity,Mutual Fund,Others

18/11/2025

0 Months

5000000

NA

NA

NA

   

The investment objective of the said approach is to generate superior risk adjusted absolute returns for the Client by investing in various asset classes.
The Portfolio Manager (PM) may, at its discretion, maintain a relatively high degree of concentration in a particular category, individual mutual fund, or funds of a single Asset Management Company (AMC), provided that such exposure is in line with the overall investment framework and is considered appropriate for fulfilling the stated objective.
The PM will primarily invest in direct equity mutual funds or exchange traded funds (ETFs) and listed securities in India or elsewhere as permissible by law. The PM may also take exposure to other asset classes including commodities where such investments are consistent with the objective of achieving superior risk-adjusted returns. For efficient portfolio management or liquidity purposes, the fund may invest a portion of client monies in money market or liquid funds, or hold them in bank accounts or other short-term interest-bearing instruments.

Fund Manager Details

Bhavin Shah

NA

bhavin@sameeksha.capital

NA

NA

No Image

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 30/11/2025

NA

NA