Category: AIF

* 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 …

* 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 …

* Period ending  31st January, 2024   ** Among multicap PMSes for five year period *** Five year Period In the month of January, the benchmark S&P BSE 500 TRI has grown by 1.9%.  Against that, Sameeksha PMS (Portfolio Management Service = Separately Managed Accounts) gained 3.4% (net of all fees and expenses) while having cash …

* For Five Year period In the month of October, the benchmark S&P BSE 500 TRI fell 2.9%.  Against that, Sameeksha PMS (Portfolio Management Service = Separately Managed Accounts) gained 1.2% (net of all fees and expenses), resulting in a meaningful outperformance.  Sameeksha AIF  (Alternative Investment Fund = “Hedge Fund”)  also gained 1.7% (post expenses pre tax), …

In September 2023, Indian markets decoupled with key global markets; as against 4.5% drop for S&P 500, BSE500 TRI went up 2%. Sameeksha PMS (Portfolio Management Service = Separately Managed Accounts) gained 1.4% (net of all fees and expenses), resulting in a small underperformance.  Sameeksha AIF  (Alternative Investment Fund = “Hedge Fund”)  also gained 1.4% (post …

After a relentless streak of advancement spanning 5 consecutive months from March 2023 to July 2023, the benchmark BSE500 index cooled off in August 2023. In contrast, both the Midcap and Small cap indices stayed buoyant. In August 2023, the benchmark BSE500TRI was down 0.61% while the BSE Midcap and BSE Smallcap were up by …

After a strong rally in June, the market showed further positive performance for the month of July that led broad market indices to all time high. Lower energy prices over the month were helpful, as was the government’s reversal of a windfall tax on local crude oil sales and fuel exports. The S&P Global India …

The month of June presented a blockbuster rally in the Indian stock market, both the market Indices NIFTY 50 and BSE Sensex to climb to their all-time highs. The month ended on the back of strong inflows from foreign institutional investors (FIIs), robust corporate balance sheets, moderating inflation and growth picking up coupled with expectations …