Broader markets remained volatile for the month of January 2022 with a return of -0.4%. Sameeksha PMS underperformed both on an absolute as well as relative basis for the month, generating a return of -2.2%. Volatility has continued in the month of February as well. We will be coming out with a separate note to …
Author: Sameeksha Capital
Closing 2021 With Number One Rank For For Three Year Performance Among Multi Cap PMSes
We continue to rank among the best for the long term performance. For the three year period ending December 2021, we are ranked 1st out of 91 multicap PMSes reporting to PMS Bazaar. For the five year period as well, we are ranked 2nd out of 56 multicap PMSes. Though a strong rally in small and mid cap stocks over the last 21 …
Top Decile Rank For All Key Periods, Retained No. 1 Spot For Three Year Period
Sameeksha PMS ranks in the top decile of performance for all the relevant key periods. For the three year period ending November 2021, we are ranked 1st out of 90 multicap PMSes reporting to PMS Bazaar. For the five year period also ending November 2021, we are ranked 4th out of 56 multicap PMSes. Even within the entire PMS universe, we rank among …
Number One For Three Years, Top Three For Five Years
Sameeksha PMS continues to rank among the best for the long term performance. For the three year period ending October 31st 2021, we are ranked 1st out of 88 multicap PMSes reporting to PMS Bazaar. For the five year period also ending 31st October 2021, we are ranked 3rd out of 56 multicap PMSes. In addition, we also rank among the best across …
Number One And Top Three Based On Performance Over Three Years And Five Years Respectively
We continue to rank among the best for the long term performance. For the three year period ending September 30th 2021, we are ranked 1st out of 79 multicap PMSes reporting to PMS Bazaar. For the five year period also ending 30th September 2021, we are ranked 3rd out of 53 multicap PMSes. Though a strong rally in small and mid cap stocks …
Top Or Among The Top Rank For Three And Five Years Despite Subdued Month Due To Elevated Cash Level
Following a consecutive streak of eight months of outperformance, Sameeksha PMS finally saw a month of underperformance due to an elevated Cash level. During the month, we carried an average cash level of 19% with a high of 25% and a low of 15%. As a result, we saw our PMS generate returns of 4.2% …
Review Of Our Journey From Inception (I.E. 1st April 2016)
COVID 19 pandemic was at an early stage when we wrote last. Our view that the significant injection of monetary and fiscal stimulus across most countries, combined with some early signs that the pandemic could be managed, led us to deploying cash, after a short period of reduced market exposure. Our fund performed extremely well for …
July 2021: Another Month Of Out-Performance; Top Decile Rank Across Multiple Timelines Retained.
Sameeksha PMS outperformed its benchmark CNX500 TRI for a consecutive 8th month, generating an alpha of 2.3% for July 2021 over the benchmark returns of 1.6%. Since its inception, Sameeksha PMS has generated a return of 24.3% versus the benchmark CNX500 TRI returns of 16.5%. Notwithstanding a very strong rally in small and mid-cap stocks …
Monthly Performance Update: Strong Alpha In June 2021 Allows Us To Sustain Top 10% Rank Across All The Key Periods
Sameeksha PMS continues to generate market-beating performance with a return of 5.3% versus the benchmark index CNX500 TRI returns of 2.1% for the month of June 2021. On an aggregate basis, Sameeksha PMS has delivered a CAGR return of ~24% versus CNX500 TRI return of 16.5% since inception. Portfolio returns for clients who have been …
Marginal Alpha In A Strong Month For The Markets
Sameeksha PMS continues to generate superior returns for its investors with a CAGR returns of 23% since inception on an aggregate basis versus the benchmark index CNX500 TRI returns of 16.3% during the same period. This outperformance has been achieved in spite of maintaining average cash levels above 10% over the entire period. Indeed, this …
