It is with immense gratitude and a deep sense of purpose that we write to you today to share a significant milestone. As of March 31st, 2026, Sameeksha India Equity Fund (SIEF) PMS, hereby referred to as Sameeksha India Equity PMS, has completed ten years and has immediately grabbed the top spot among all multicap …
Category: PMS & AIF
November 2025*: Top-Decile Performance for both PMS and AIF** ; For PMS, 57th consecutive month*** of alpha generation with median Alpha of ~8.8%**** till date* and Downside capture of only 52%*****
*Period ending 30th November, 2025, ** Three-year period for PMS and AIF, also five year period for PMS, *** Rolling five-year returns of all the Multicap PMSes reporting to PMS Bazaar, **** For rolling five year periods from inception till date, ***** Five-year Period In November 2025, Indian markets displayed notable composure, delivering modest, measured …
October 2025*: AIF ranked second for the seventh consecutive month** ; for PMS, 56th consecutive month*** of alpha generation with median Alpha of ~9.4%**** till date* and Downside capture of only 52%*****
* Period ending 31st October, 2025, ** Three-year period, *** Rolling five-year returns of all the Multicap PMSes reporting to PMS Bazaar, **** For rolling five year periods from inception till date, ***** Five-year Period In October 2025, the markets witnessed a complex but net-positive month for global and Indian markets, with the Indian context …
July 2025*: Our AIF ranked second for the fourth consecutive month***** ; 53rd consecutive month** of top decile performance for our PMS with median Alpha of ~9.5%*** till date* and Downside capture**** of only 43%
* Period ending 31st July, 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 July 2025, Indian equity markets witnessed volatility and ended lower, with the Nifty down 2.9% for the month. …
June 2025*: Our AIF ranked second again out of forty-five AIFs *****; 52nd consecutive month month** of top decile performance for our PMS with median Alpha of ~9%*** till date*and Downside capture**** of only 41%;
* Period ending 30th June, 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 June 2025, Indian equity markets continued their upward trajectory, supported by a strong rebound in domestic mutual fund flows …
May 2025* : Sameeksha PMS extends its streak of top decile performance to 51st consecutive month**, Median Alpha of ~9%*** till date*, Upside capture**** 106%, Downside capture****45%; Sameeksha AIF ranked second again out of forty-four AIFs*****
*Period ending 31st May, 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 May 2025, Indian equity markets continued their upward momentum, driven by strong foreign portfolio investor …
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 …
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 …
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 …
