Sameeksha Capital Pvt Ltd – Portfolio Management Services (PMS)

AUM (₹ Cr)

1275.18

Clients

663

Strategies

2

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

Sameeksha Capital Pvt Ltd Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Equity Fund Multi Cap & Flexi Cap 5.34% 25.46% 23.46% Apr 2016

Past performance is not indicative of future results. Returns are subject to market risks.

Alternative Investment Funds (AIF)

Sameeksha Capital Pvt Ltd Alternative Investment Funds (AIF) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception

India Equity Fund

Multi Cap & Flexi Cap 8.60% 29.30% Feb 2022

AIF investments carry market risks. Please read scheme documents carefully.

Portfolio Managers & Fund Management Team

Mr. Bhavin Shah

Founder / Portfolio Manager

Bhavin Shah is a highly distinguished professional with a remarkable track record in the investment industry. He boasts an unparalleled decade-long consecutive tenure as the number one ranked professional by Global Institutional Investors, a testament to his consistent excellence. With over twenty years of experience, Mr. Shah has held pivotal leadership positions in establishing three leading institutional equity franchises. These include a global franchise at JP Morgan, an Asian franchise at Credit Suisse, and an Indian franchise at Equirus. He founded Sameeksha Capital to professionally manage his personal capital, thereby offering his extensive expertise to a broader investor base through an institutional framework. Mr. Shah is a recognized voice in the financial community, frequently sharing his insights on equity markets through appearances on prominent global business television channels and in financial publications. Academically, Mr. Shah holds an MBA from the University of Chicago Booth School of Business, graduating with Beta Gamma Sigma honors, and a Master’s degree in Computer Engineering from the University of California. He is also a co-holder of two US patents related to Microprocessor Design.

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Regulatory Information

SEBI Registration: INP000004995

Registered Office: South Tower 1202 One42 Behind Ashok Vatika,Near Jayantilal Park Brts Ambli Bopal Road,Ahmedabad,Gujarat,India-380058

Disclaimer

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)