* Period ending 31st July, 2024 ** Among multicap PMSes for five year period *** Five year Period In the month of July, the benchmark S&P BSE 500 TRI has grown by 4.4%. Against that, Sameeksha PMS (Portfolio Management Service = Separately Managed Accounts) has grown by 6.6% (net of all fees and …
June 2024* : Marginal Underperformance, 40th consecutive month*** of top decile performance**
* Period ending 30th June, 2024 , ** Among multicap PMSes for five year period , *** Five year Period In the month of June, the benchmark S&P BSE 500 TRI has grown by 7.1%. Against that, Sameeksha PMS (Portfolio Management Service = Separately Managed Accounts) has grown by 6.2% (net of all fees and expenses) …
May 2024* : Thirty ninth consecutive month of top decile performance**, upside capture*** 108%, downside capture*** 54
* Period ending 31st May, 2024, ** Among multicap PMSes for five year period, *** Five year Period In the month of May, the benchmark S&P BSE 500 TRI has grown by 0.83%. Against that, Sameeksha PMS(Portfolio Management Service = Separately Managed Accounts) declined by 3.00% (net of all fees and expenses) while having …
Annual Letter : FY 2023-24 (Year ending Mar 31, 2024)
Introduction As of March 31 2024, Sameeksha completed eight years of managing money in Indian equities. 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 …
April 2024* : Thirty eighth consecutive month of top decile performance**, upside capture*** 112%, downside capture*** 54%
* Period ending 30th April, 2024, ** Among multicap PMSes for five year period, *** Five year Period In the month of April, the benchmark S&P BSE 500 TRI has grown by 3.44%. Against that, Sameeksha PMS (Portfolio Management Service = Separately Managed Accounts) gained 6.23% (net of all fees and expenses) while having cash levels …
April 22 2024: Investors Need To Be Mindful Of Growth Rates Before Investing In IT Stocks Sameeksha Capital
March 2024* : Number One Again** And Thirty Seventh Consecutive Month Of Top Decile Performance***, Upside Capture**** 111%, Downside Capture**** 54%
* Period Ending 31st March, 2024, **; For Five Year Period Among Multicap PMSes With >Rs. 100 Crore AUM, *** Among Multicap PMSes For Five Year Period, **** Five Year Period In the month of March, the benchmark S&P BSE 500 TRI rose by 0.9%, whereas the S&P BSE Smallcap Index experienced a decline of …
March 13 2024 : Liquidity in small and midcaps in india is very thin – Interview with CNBC TV 18
February 2024* : Number one again** and thirty sixth consecutive month of top decile performance***, upside capture**** 115%, downside capture**** 60%
* Period ending 29th February, 2024 , ** For five year period among multicap PMSes with >Rs. 100 crore AUM , *** Among multicap PMSes for five year period, **** Five year Period In the month of February, the benchmark S&P BSE 500 TRI has grown by 1.7%. Against that, Sameeksha PMS (Portfolio Management Service = Separately …
