* Period ending 31st January, 2026, ** Three-year period for PMS and AIF, also five year period for PMS, *** Rolling five-year returns of all the Multicap PMSes reporting to PMS Bazaar, **** For rolling five year periods from inception till date, ***** Five-year Period In January 2026, Indian equity markets remained under pressure as …
Author: Sameeksha Capital
December 2025*: Sharp fall in top position leads to underperformance; Top-Decile Performance for AIF** ; For PMS, 58th consecutive month*** of alpha generation with median Alpha of ~8.7%**** till date* and Upside Capture of 101% with Downside capture of 55%*****
* Period ending 31st December, 2025, ** Three-year period for PMS and AIF, also five year period for PMS, *** Rolling five-year returns of all the Multicap PMSes reporting to PMS Bazaar, **** For rolling five year periods from inception till date, ***** Five-year Period In December 2025, the markets reflected a clear divergence between …
November 2025*: Top-Decile Performance for both PMS and AIF** ; For PMS, 57th consecutive month*** of alpha generation with median Alpha of ~8.8%**** till date* and Downside capture of only 52%*****
*Period ending 30th November, 2025, ** Three-year period for PMS and AIF, also five year period for PMS, *** Rolling five-year returns of all the Multicap PMSes reporting to PMS Bazaar, **** For rolling five year periods from inception till date, ***** Five-year Period In November 2025, Indian markets displayed notable composure, delivering modest, measured …
October 2025*: AIF ranked second for the seventh consecutive month** ; for PMS, 56th consecutive month*** of alpha generation with median Alpha of ~9.4%**** till date* and Downside capture of only 52%*****
* Period ending 31st October, 2025, ** Three-year period, *** Rolling five-year returns of all the Multicap PMSes reporting to PMS Bazaar, **** For rolling five year periods from inception till date, ***** Five-year Period In October 2025, the markets witnessed a complex but net-positive month for global and Indian markets, with the Indian context …
September 2025*: Our AIF ranked second for the sixth consecutive month** ; 55th consecutive month*** of top decile performance for our PMS with median Alpha of ~9.4%**** till date* and Downside capture of only 47%*****
* Period ending 30th September, 2025, ** Three-year period, *** Rolling five-year returns of all the Multicap PMSes reporting to PMS Bazaar, **** For rolling five year periods from inception till date, ***** Five-year Period In September 2025, the constructive medium-term view remained intact, supported by the RBI’s upgrade on India’s FY26 GDP growth to …
August 2025*: Our AIF ranked second for the fifth consecutive month**; 54th consecutive month*** of top decile performance for our PMS with median Alpha of ~9.2%**** till date1 and Downside capture of only 47%*****
* Period ending 31st August, 2025, ** Three-year period, *** Rolling five-year returns of all the Multicap PMSes reporting to PMS Bazaar, **** For rolling five year periods from inception till date, ***** Five-year Period In August 2025, Indian equities were volatile with the Nifty Smallcap 250 index sharply correcting by 3.72%, significantly underperforming the …
Annual Letter : FY 2024-25 (Year ending Mar 31, 2025)
Introduction Sameeksha completed nine years of managing money in Indian equities in March 2025. Back in late 2015, we started Sameeksha with the objective to manage our investors’ assets just as we manage our own by investing in businesses that were durable and were managed by stewards who view their company capital with the same …
July 2025*: Our AIF ranked second for the fourth consecutive month***** ; 53rd consecutive month** of top decile performance for our PMS with median Alpha of ~9.5%*** till date* and Downside capture**** of only 43%
* Period ending 31st July, 2025, ** Rolling five-year returns of all the Multicap PMSes reporting to PMS Bazaar *** For rolling five and three-year periods from inception till date **** Five-year Period ***** Three-year period In July 2025, Indian equity markets witnessed volatility and ended lower, with the Nifty down 2.9% for the month. …
June 2025*: Our AIF ranked second again out of forty-five AIFs *****; 52nd consecutive month month** of top decile performance for our PMS with median Alpha of ~9%*** till date*and Downside capture**** of only 41%;
* Period ending 30th June, 2025, ** Rolling five-year returns of all the Multicap PMSes reporting to PMS Bazaar *** For rolling five and three-year periods from inception till date **** Five-year Period ****Three-year period In June 2025, Indian equity markets continued their upward trajectory, supported by a strong rebound in domestic mutual fund flows …
May 2025* : Sameeksha PMS extends its streak of top decile performance to 51st consecutive month**, Median Alpha of ~9%*** till date*, Upside capture**** 106%, Downside capture****45%; Sameeksha AIF ranked second again out of forty-four AIFs*****
*Period ending 31st May, 2025, ** Rolling five year returns of all the Multicap PMSes reporting to PMS Bazaar *** For rolling five and three year periods from inception till date **** Five year Period ***** Three year period In May 2025, Indian equity markets continued their upward momentum, driven by strong foreign portfolio investor …
