For evaluating performance, returns calculated on a rolling basis are often considered to look across time. We carried out the same analysis for Sameeksha’s PMS which is currently in its tenth year of operation. We carried out this analysis for rolling five and three year returns respectively (Table 1). By averaging these rolling returns over …
April 2025* : Sameeksha PMS Celebrates half century – 50th Consecutive month of Top Decile Performance**, Median Alpha of ~9%*** till date*, Upside capture**** 105%, Downside capture****45%; Sameeksha AIF ranked second out of forty two AIFs*****
* Period ending 30th April, 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 April 2025, the Indian equity market sustained its recovery momentum, buoyed by strong domestic …
March 2025* : Concluded FY25 with a notable alpha of 7.7%*, Consecutive 49 months of Top Decile Performance** , Upside capture *** 106%, Downside capture *** 62%
* Period ending 31st March, 2025, ** All Multicap PMSes reporting to PMS Bazaar *** Five year Period In March 2025, the Indian equity market demonstrated a notable recovery, ending a five-month losing streak and closing the fiscal year on a positive note. The upturn was supported by renewed foreign inflows, improved economic indicators, and …
February 2025* : Top Five again, 48th consecutive month of top decile performance ** Upside capture *** 107%, Downside capture ***57%
* Period ending 28th February, 2025 ** Among multicap PMSes reporting to PMS Bazaar for five year period *** Five year Period The Indian equity market has witnessed a sharp decline since the beginning of this calendar year, with the downward trend continuing through the end of February. In February, the benchmark S&P BSE 500 …
January 2025* : Top Five again, 47th consecutive month of top decile performance ** Upside capture *** 107%, Downside capture *** 52%
* Period ending 31st January, 2025 ** Among multicap PMSes reporting to PMS Bazaar for five year period *** Five year Period The Indian equity Market has experienced a sharp decline from the start of this calendar year and continues to be that way at time of this writing. In the month of January, the …
December 2024* : Concluded CY24* with a notable alpha of 6.3%**, 46th consecutive month of top decile performance *** Upside capture **** 108%, Downside capture **** 49%
* Period ending 31st December, 2024 ** Post Fees and Expenses *** Among multicap PMSes reporting to PMS Bazaar for five year period **** Five year Period In the month of December, the benchmark S&P BSE 500 TRI was down by 1.5%. Against that, Sameeksha PMS (Portfolio Management Service = Separately Managed Accounts) …
November 2024* : Meaningful alpha for FY25**, Forty fifth consecutive month of Top decile performance***; Upside capture**** 107%, Downside capture**** 49%, very clearly among the best
* Period ending 30th November, 2024 ** Till Date. *** Among multicap PMSes for five year period **** Five year Period In the month of November, the benchmark S&P BSE 500 TRI was up by 0.1%. Against that, Sameeksha PMS (Portfolio Management Service = Separately Managed Accounts) was down by -0.7% (net of all …
October 2024* : Meaningful alpha so far for FY25**, Forty fourth consecutive month of Top decile performance***; Upside capture**** 105%, Downside capture**** 49%
* Period ending 31st October, 2024 ** Till Date. *** Among multicap PMSes for five year period **** Five year Period In the month of October, the benchmark S&P BSE 500 TRI was down by 6.4%. Against that, Sameeksha PMS (Portfolio Management Service = Separately Managed Accounts) was down by 1.2% (net of all fees …
September 2024* : Underperformance for the month, marginal alpha for FY25 till date, Forty third consecutive month of Top decile performance; Upside capture* 105%, Downside capture*** 52%
* Period ending 30th September, 2024 ** Among multicap PMSes for five year period *** Five year Period In the month of September, the benchmark S&P BSE 500 TRI was up 2.1%. Against that, Sameeksha PMS (Portfolio Management Service = Separately Managed Accounts) was up by 0.02% (net of all fees and expenses), …
August 2024* : Top decile performance** every month for 42 months in a row; Upside capture*** 110%, Downside capture*** 49%
* Period ending 31st August, 2024, ** Among multicap PMSes for five year period, *** Five year Period In the month of August, the benchmark S&P BSE 500 TRI was up 1.0%. Against that, Sameeksha PMS (Portfolio Management Service = Separately Managed Accounts) was up 4.1% (net of all fees and expenses), indicating an alpha …
