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 …

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 …

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 …

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 …

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 …

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 …

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 …

We are pleased to share with you an update on our performance for the Calendar year 2019. We retained our position among the top performing funds across the PMS universe (~100 funds) and delivered superior performance compared to various Mutual Fund categories. For the year ended 31st December 2019, we delivered one year return of …