Among the universe of funds reporting to PMS bazaar, Sameeksha’s PMS has again comfortably outperformed its peers with returns comfortably above the averages for one year, two year and three year for the period ended September-2020. In fact, the performance of Sameeksha’s PMS was in top decile for two and three years and among top …
Sameeksha PMS Retains Top Decile Ranking For All Three Key Periods
Among all the funds reporting their performance to PMS Bazar (data extracted from PMS Bazar), Sameeksha has maintained its strong showing with performance ranking in top decile for one year, two years and three years ended August 31, 2020 (Table 1). We have retained top performance ranking among the PMS Universe on a rolling basis …
Performance Update For July 2020 : Strong Alpha Across All Time Periods
July 2020 was a strong month for global equities as well as India. The beaten down small cap stocks also participated in the rally this month. Sameeksha had another very strong month and noteworthy was our outperformance against all relevant benchmarks over almost every relevant time period. . (Table 1). The alpha generated versus all …
Strong Alpha Across Time Periods, Superior Performance Relative To Mutual Funds, Top End Performance Among PMSes And More!
Sameeksha PMS has benefited from the recovery in the markets. What is important to notice is that we have been able to deliver clear alpha across all relevant time periods – one month, three months, six months, one year, two year, three years and since inception with Alpha over a broad market index ranging from …
Economy Re-Opens, Optimism Lifts Market Higher
We share with you a monthly update of our performance. As of June 8th, our portfolio has delivered CAGR returns of 10.7% on TWRR basis from inception versus CNX 500 at 6.3% suggesting a clear annualized Alpha of 4.4% (Table 1). An important observation we would like to make is that the portfolios we have …
Navigating Through The Covid-19 Led Turbulent Period
In this letter, we discuss (a) our experience dealing with last eight weeks of extreme volatility, (b) how we navigated through this turbulent period (which admittedly may not be over yet), (c) how we are positioned for the market ahead, (d) analysis of significant portfolio decisions we took, and (e) how the outcome would have …
Markets Continue To Remain Volatile, Sharp Rebound In April
We are pleased to share with you an update on our performance for the month of April 2020. Our performance compared favorably within the PMS universe (as tracked by PMS Bazaar) and relative to major mutual fund categories. (Table 1, Table 2). However, we are not happy with the absolute returns we have generated over …
Performance Update: Marginal Recovery In April Following Sharp Sell Off In March
Through this period of extreme volatility, we have managed to retain our outperformance versus benchmarks (Table 1). It is constructive to note that not a single index fund exists today to mimic CNX500, the broad based market index we benchmark ourselves against. We would submit that if an index fund did exist, the managers of …
Flat Month Despite Sharp Sell Off Towards The End
We registered essentially zero returns on a month on month basis in February 2020 compared to sharp declines in all key benchmark indices (Table 1). Over the last one and three years respectively,our PMS has delivered 30% and 11% returns respectively suggesting meaningful outperformance versus the indices as well all the categories of Mutual funds …
Sameeksha Continues To Outperform PMS Peers And Mutual Funds
We are pleased to share with you an update on our performance for the month of January 2020. Our performance continues to compare favourably within the PMS universe (as tracked by PMS Bazaar) and relative to major mutual fund categories (Table 1, Table 2) 1.Reported As Post Fees And Expenses 2. Aggregate Portfolio 3. Aggregate …