Sameeksha India Diversified Investment Strategy
Portfolio Management ServiceStrategy AUM
Since-inception return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +1.12%
- 3M
- +2.45%
- 6M
- -0.92%
- 9M
- —
- 1Y
- —
- 2Y
- —
- 3Y
- —
- 4Y
- —
- 5Y
- —
- Since Inception
- -0.77%
- Strategy AUM
- ₹15 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +1.12% | −0.17% | +1.29% |
| 3 Months | +2.45% | −2.34% | +4.79% |
| 6 Months | −0.92% | −5.39% | +4.47% |
| 1 Year | +0.00% | +0.00% | +0.00% |
| 2 Years | +0.00% | +0.00% | +0.00% |
| 3 Years | +0.00% | +0.00% | +0.00% |
| 4 Years | +0.00% | +0.00% | +0.00% |
| 5 Years | +0.00% | +0.00% | +0.00% |
| Since Inception | −0.77% | −5.47% | +4.70% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 7 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +1.12% | −0.17% | +1.29% |
| Apr-2026 | +12.74% | +10.38% | +2.36% |
| Mar-2026 | −10.13% | −11.37% | +1.24% |
| Feb-2026 | −1.23% | +0.45% | −1.68% |
| Jan-2026 | −1.37% | −3.34% | +1.97% |
| Dec-2025 | −0.73% | −0.24% | −0.49% |
| Nov-2025 | +0.00% | +0.00% | +0.00% |
Strategy Details
APMI fact sheet
- Inception
- 18 Nov 2025
- Age
- 6 Months
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- —
- Turnover (1M)
- 0.00×
- Product
- Equity,Mutual Fund,Others
as of 31 May 2026
Asset classes
Investment objective
The investment objective of the said approach is to generate superior risk adjusted absolute returns for the Client by investing in various asset classes. The Portfolio Manager (PM) may, at its discretion, maintain a relatively high degree of concentration in a particular category, individual mutual fund, or funds of a single Asset Management Company (AMC), provided that such exposure is in line with the overall investment framework and is considered appropriate for fulfilling the stated objective.The PM will primarily invest in direct equity mutual funds or exchange traded funds (ETFs) and listed securities in India or elsewhere as permissible by law. The PM may also take exposure to other asset classes including commodities where such investments are consistent with the objective of achieving superior risk-adjusted returns. For efficient portfolio management or liquidity purposes, the fund may invest a portion of client monies in money market or liquid funds, or hold them in bank accounts or other short-term interest-bearing instruments.
Fund Managers
1 manager
Name
Bhavin Shah
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- Not disclosed
- Variable fees
- Not disclosed
- Exit load
- Not disclosed
APMI does not publish a fee schedule for this strategy — confirm fees with the portfolio manager.
PMS Industry — SEBI
Latest monthly aggregate
- Total PMS AUM
- ₹44.11 Lakh Cr
- Total clients
- 2,23,279
- Discretionary
- ₹37.37 Lakh Cr
- Period
- july-2026
Industry AUM by asset class (top 5)
- Plain Debt Listed₹28.98 Lakh Cr
- Listed Equity₹7.60 Lakh Cr
- Plain Debt Unlisted₹5.00 Lakh Cr
- Mutual Funds₹1.93 Lakh Cr
- Others₹40,423 Cr
About
- Provider
- Sameeksha Capital Private Limited
- Strategy
- Sameeksha India Diversified Investment Strategy
- Benchmark
- BSE 500 TRI
- Source
- APMI
Strategy performance, AUM, fees and fund-manager details are sourced from APMI (Association of Portfolio Managers in India); industry aggregates are from SEBI’s monthly PMS disclosures. Returns beyond one year are annualised; past performance is not indicative of future results, and a PMS strategy carries no capital guarantee. For information only, not investment advice.