- Category
- III
- Strategy
- Long-short
- Fund house
- Samarth Equities Portfolio Managers
Samarth Emerging Fund
−18.98%
1-year return, after expenses, before tax
Benchmark NIFTY 50 · data as of 30 Sep 2026
Samarth Emerging Fund, a Category III long-short AIF from Samarth Equities Portfolio Managers, returned −18.98% (after expenses, before tax) in the year to 30 Sep 2026. It began on 2 Jun 2025 and manages ₹100 crore.
Key numbers
- AUM
- ₹100 Cr
- Benchmark
- NIFTY 50
- Launched
- 2 Jun 2025
- Min. investment
- ₹1 crore
- Returns basis
- After expenses, before tax
Returns
| Period | This fund | NIFTY 50 |
|---|---|---|
| 1 month | −13.96% | −5.88% |
| 3 months | −13.71% | −3.90% |
| 6 months | −6.36% | +7.97% |
| 1 year | −18.98% | −1.39% |
| Since inception | −16.87% | −1.54% |
After expenses, before tax, as Samarth Equities Portfolio Managers reports them, to 30 Sep 2026. AIFs report returns on different bases, so compare like with like.
Fund details
- Category
- Category III
- Strategy
- Long-short
- Market-cap style
- Large and mid cap
- Asset type
- —
- Benchmark
- NIFTY 50
- Fund manager
- Shivaji Vitthalrao
Investment approach
The objective of the India Focused Equity Long/ Short Strategy is to provide consistent risk-adjusted returns by leveraging both long and short positions in the Indian equity market. The strategy targets capital preservation during market downturns and upside participation during bull cycles, offering a compelling alternative to traditional equity and debt instruments.
The objective of the India Focused Equity Long/ Short Strategy is to provide consistent risk-adjusted returns by leveraging both long and short positions in the Indian equity market. The strategy targets capital preservation during market downturns and upside participation during bull cycles, offering a compelling alternative to traditional equity and debt instruments.
About the fund manager
Mr Shivaji Vitthalrao — Founder & Chief Investment Officer
With over 20 years of hands-on investing and trading experience, Shivaji Vitthalrao is the visionary behind the India Focused Equity Long Short Strategy. A well-known name among alternative fund managers in India, he has built a strong track record of identifying sectoral breakouts across PSU banks, real estate, infrastructure, and private banks. Shivaji’s approach combines technical analysis, macro insights, and contrarian positioning, which has helped him deliver a CAGR of 24%, outperforming major benchmarks. He is also a prominent portfolio manager for HNIs and family offices, directly managing over USD 6 million in proprietary and client portfolios
As the fund house describes it.
FAQs
What has Samarth Emerging Fund returned?
−18.98% (1-year return) to 30 Sep 2026, after expenses, before tax, as Samarth Equities Portfolio Managers reports it. 1 month: −13.96%; 3 months: −13.71%; 6 months: −6.36%; 1 year: −18.98%; Since inception: −16.87%.
What kind of AIF is Samarth Emerging Fund?
A Category III AIF following a long-short strategy, with a large and mid cap style. Category III AIFs trade listed and unlisted securities and may use leverage and derivatives, including short positions.
How much does Samarth Emerging Fund manage?
₹100 crore as of 30 Sep 2026.
What is the minimum investment in an AIF?
SEBI sets the minimum at ₹1 crore per investor (₹25 lakh for the fund’s own employees and directors). Samarth Emerging Fund’s stated minimum is ₹1 crore.
Who manages Samarth Emerging Fund?
Samarth Equities Portfolio Managers runs it; the fund manager is Shivaji Vitthalrao.
How are AIF returns reported?
Each fund house reports its own returns on its own basis: Samarth Emerging Fund’s are after expenses, before tax. Bases differ from fund to fund, so compare like with like.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. AIF investments carry higher minimums and risks; read the private placement memorandum.
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