Sameeksha At Five Years: Numero Uno In Performance Across The PMS And Mutual Fund Universe

Some wealth advisors, institutional investors and family offices prefer to see at least five years of track
record before they consider a short listing a fund for recommendation or investment. We have reached
that milestone of five years. As per the data compiled by PMS Bazaar and Valueresearch, not a single
PMS has outperformed us for all four key periods (one ,two, three and five years). Also, not a single
multi-cap PMS has outperformed us for any three out of four such periods. Furthermore, for the periods of
three and five years, we have done better than every single mutual fund in all the relevant categories i.e.
multi-cap, flexi-cap, focussed, Mid cap, Small cap, large cap and index (Table 5).
Among all the Multi-cap PMSes (that report to PMS Bazaar) We have achieved top three performance for
five years, top two for two and three years and top five for one year only adding to our long running streak
of top notch performance for the periods of one two and three years. Our performance is also materially
above the Multicap universe average (Table 1). What is also important to note is that not a single PMS
has outperformed us for all the four periods (one,two, three, four and five years

For the entire PMS universe (as per PMS Bazaar), we continue to sustain our top five to top ten percentile rank. (Table 2).

Across all the time periods, we have materially beaten our benchmark of CNX 500 TRI and have also
consistently beaten Mid cap and small cap indices in most cases (Table 3).

An investment of Rs. 100 with us since inception would have grown to Rs. 262 over 5 years, hugely
outpacing the relevant indices with the gap continuing to widen over recent months (Figure 1).

Delivering good performance on a consistent basis is more important than being a “flash in the pan”. We include here (Table 4) comparison of our three year performance with the rest of the category universe of PMSes as well as all the PMSes. For the month ended March 2021, we have meaningfully outperformed all the major relevant mutual fund categories that we are comparable with and maintained our top decile ranking.

We have not only beaten the mutual fund averages by a big margin, we have been able to outperform all the mutual funds in the relevant categories as per the data available from Valuereseach. (Table 5).

On a rolling one year basis, we have been consistently ranked in the top two deciles among the PMS
universe (Table 6).

Portfolio returns of our clients irrespective of their date of investing with us, continue to far outpace the benchmarks (Table 7)

We capture our performance versus benchmarks on a financial year basis in Table 8. We have
outperformed the key benchmark CNX500 TRI materially for FY21.

We have delivered good Risk Adjusted returns compared to Indices that we are comparable with since
our inception of the fund (Table 9).

We welcome any follow up questions.

DIsclaimer : The information contained in this newsletter has not been verified by SEBI.

Among The Most Successful Professionals In Equities; Rated The #1 Technology Sector Analyst In Institutional Investors Polls For A Decade. Highly Respected Among Peers For His Path-Breaking Work And Thought Leadership. Rose From An Associate To Managing Director Within A Span Of Six Years In The Investment Banking Industry

Twenty Years Of Experience Building Top Research Franchises: Seven Years As Managing Director And The Global Head Of Technology At JP Morgan, Six Years As Director And Head Of Asia Pacific Technology At Credit Suisse And Five Years As Founder Of Equirus SecuritiesTrack Record Of Innovation And Excellence In Equity Research

Anchored The Rise Of Credit Suisse  From An Unknown Name In Asian Equities To A Number One Ranked Firm In Asian Equities; Head Of Asia Pacific Tech Research

Credited For Building Top Ranked Global As Well As Asian Tech Research Practice At JP Morgan As MD And Global Head Of Tech Research; Made Defining Contribution To Enable JPMorgan To Move From An Also-Ran Player To A Top Global Name In Equity Research

Built A Very Profitable And Award Winning Indian Equity Business At Equirus From Scratch On A Tiny Budget; Achieved Number Two Ranking In Asia For Idea Performance

Impeccable Track Record Of Identifying True Long Term Winners Ahead Of Others Including Samsung Electronics, TSMC, Infosys And TCS And Guiding Investors To Stay Clear Of Laggards Such As UMC And SMIC Years Ahead Of Consensus.

Mind Of An Engineer, Worked In A Team That Designed The World’s Fastest Microprocessor With A Manta “Paranoia Is The Safest Frame Of Mind”. Awarded Two US Patents.

Work Experience Of Designing The World’s Fastest Microprocessors Based On Cutting Edge Technology For Which He Jointly Holds Two US Patents

Best In Class Business Education From The World Renowned Business School: Double Major In Economics And Finance, Beta Gamma Sigma Cum Laude From The University Of Chicago Booth. Excelled In Studies Under World Renowned Faculty Such As Dr. Raghuram Rajan, Former Governor Of The Reserve Bank Of India