Affluense AI AFFLUENSE

Equity Fund

Sameeksha Capital Pvt Ltd
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
1 April 2016
Min. Investment
₹5,00,00,000
AUM (Cr.)
₹1190.10
SIP Available
No
STP Available
Yes

Investment Strategy

Investment Approach

Invest in long-term growth opportunities in Indian companies across market capitalization that have superior business model, sufficiently large market opportunity to deliver growth, strong and shareholder focused management and are available at price that would result in sufficiently attractive risk adjusted returns.

Investment Objective

To aim for superior long-term risk-adjusted returns from Indian equities by not always following a fully invested model portfolio approach

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -1.66% -0.24% -1.42%
3 MONTHS 1.25% 5.02% -3.77%
6 MONTHS -3.40% 1.63% -5.03%
1 YEAR 5.34% 7.63% -2.29%
2 YEAR 13.41% 11.65% 1.76%
3 YEAR 25.46% 16.41% 9.05%
5 YEAR 23.46% 16.82% 6.64%
SINCE INCEPTION 21.52% 16.00% 5.52%

Calendar Year Performance

Year Return
CY 2025 5.34%
CY 2024 22.10%
CY 2023 53.50%
CY 2022 -0.30%

Financial Year Performance

Year Return
FY 26_YTD 10.41%
FY 25 13.62%
FY 24 60.10%
FY 23 4.50%

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

Fund Managers

Bhavin Shah

Founder / Portfolio Manager

Mr. Bhavin Shah is one of the most awarded (unprecedented streak of a decade of number One Rankings by the Global Institutional Investors) professionals in the industry. In his career spanning over twenty years, Mr.Bhavin Shah has played leadership roles in building from scratch three top ranked Institutional Equity franchises: Global (JP Morgan), Asian (Credit Suisse) and Indian (Equirus).Mr. Bhavin Shah set up Sameeksha Capital to manage his personal savings in an institutional setup and hence enable others to benefit from his expertise. Mr.Bhavin Shah has appeared on business TV channels and Magazines across the globe to present his views on equities. He holds a MBA degree with Beta Gamma Sigma honors from the top ranked University of Chicago Booth school of Business and a Master’s degree in Computer Engineering from the University of California. Mr.Bhavin Shah  jointly holds two US patents for Microprocessor Design.

Portfolio Details

Portfolio Composition

Large Cap
0%
Mid Cap
0%
Small Cap
0%
Cash & Equivalent
0%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
N/A
top 5 sectors percent
N/A
average market cap
9334.70
portfolio age
9 Yrs, 8 Months
sip
Not Available
stp
Available

Fee Structure

Fixed Fee

AMC: 0%

Variable Fee

AMC: 1.2%

Hurdle: 10%

Profit Sharing: 20%

Exit Load

Year 1: 3%

Year 2: 0%

Year 3: 0%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest updates.

Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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Last Updated: January 2026 · Published by Affluense AI (affluense.ai)

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