- Manager
- Sameeksha Capital
- Service
- Discretionary
- Asset class
- Equity
Sameeksha Ind Equity Fund
+3.73%
1-year return
Benchmark S and P BSE 500 Total Return Index −2.33% · to 30 Sep 2026
Sameeksha Capital’s Sameeksha Ind Equity Fund returned 3.73% over the year to 30 Sep 2026, against −2.33% for its benchmark, the S and P BSE 500 Total Return Index. It managed ₹1,286 crore across its clients.
Key numbers
- AUM
- ₹1,286 Cr
- Benchmark
- S and P BSE 500 Total Return Index
- Turnover, past year
- 0.61×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | S and P BSE 500 Total Return Index | Difference |
|---|---|---|---|
| 1 month | −3.05% | −5.57% | +2.52% |
| 3 months | −0.21% | −3.59% | +3.38% |
| 6 months | +22.69% | +8.07% | +14.62% |
| 1 year | +3.73% | −2.33% | +6.06% |
| 2 years | +2.63% | −3.93% | +6.56% |
| 3 years | +14.56% | +9.20% | +5.36% |
| 4 years | +20.90% | +11.22% | +9.68% |
| 5 years | +14.78% | +8.91% | +5.87% |
| Since inception | +20.14% | +14.01% | +6.13% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity97.54%₹1,254 Cr
- Cash and other1.51%₹19.41 Cr
- Mutual funds0.95%₹12.26 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹9.80 Cr
- Outflow, Sep 2026
- ₹15.77 Cr
- Net, Sep 2026
- −₹5.98 Cr
- Net, FY to date
- ₹55.42 Cr
- Turnover, month
- 0.05×
- Turnover, past year
- 0.61×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Sameeksha Ind Equity Fund returned?
3.73% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.05%; 3 months: −0.21%; 6 months: 22.69%; 1 year: 3.73%; 2 years: 2.63%; 3 years: 14.56%; 4 years: 20.90%; 5 years: 14.78%; Since inception: 20.14%.
How has it done against its benchmark?
Its benchmark, the S and P BSE 500 Total Return Index, returned −2.33% over the year, so the strategy was 6.06 percentage points ahead.
How much does Sameeksha Ind Equity Fund manage?
₹1,286 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Sameeksha Ind Equity Fund?
Sameeksha Capital, a SEBI-registered portfolio manager (INP000004995), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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