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Sameeksha Capital India Equity Fund AIF Strategy is a CAT III – LONG ONLY Alternative Investment Fund with a focused equity investment approach.

It follows the benchmark S&P BSE 500 TRI and has delivered a 1-year return of 11.70%. The strategy emphasises investing in high-quality businesses with long-term growth potential.

The total AUM of the fund stands at Rs.301.94 Crore, reflecting strong investor confidence.

The Sameeksha Capital India Equity Fund AIF Investment Approach aims to generate sustainable returns by identifying businesses led by visionary founders.

This disciplined, research-driven strategy aligns with Sameeksha Capital’s philosophy of quality and conviction-based investing.

Sameeksha Capital India Equity Fund AIF Strategy or Investment Approach - AIF Details

Strategy Name

India Equity Fund

Start Date

11-Feb-22

Category

CAT III - LONG ONLY

Benchmark

S&P BSE 500 TRI

AUM (Rs.)

Rs.301.94 Cr.

Min. Investment

Rs.1 Crore

Fund Manager

Mr. Bhavin Shah

1 Yr. Return

11.70%

3 Yr. Return

28.60%

5 Yr. Return

NA

Sameeksha Capital India Equity Fund Alternative Investment Fund - Fund Characteristics

No. of Stocks

Not Disclosed

Top 5 Stocks%

Not Disclosed

Top 5 Sectors%

Not Disclosed

Portfolio Age

3 Yrs, 2 Months

SIP

NA

STP

NA

Average Market Cap

Not Disclosed

Sameeksha Capital India Equity Fund AIF Strategy - Cost or Charges

Fixed Fees

NA

Variable AMC

1.2% of Fund Value

Variable Profit Sharing

20% (if above 10% profit)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

1.00%

Exit Load 3rd Year

0.00%

Sameeksha Capital India Equity Fund AIF Investment Approach - Portfolio Composition

Large Cap

Not Disclosed

Mid Cap

Not Disclosed

Small Cap

Not Disclosed

Cash & Equivalent

Not Disclosed

Check out Business Opportunities with Similar Brands

Sameeksha Capital India Equity Fund Alternative Investment Fund Strategy - Top 5 Sectors

Banks

Not Disclosed

Retailing

Not Disclosed

Healthcare

Not Disclosed

Telecommunication

Not Disclosed

Information Technology

Not Disclosed

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