1. SAMEEKSHA CAPITAL INDIA EQUITY PMS

The strategy is run by Ahmedabad based, Mr. Bhavin Shah who anchored the rise of Credit Suisse from an unknown name in Asian Equities to the Number one ranked firm in Asian Equities.

This PMS has a more than 5-year track record with the very low risk ratios and high outperformance.

The fund emphasizes process-driven investing, utilizing proprietary analytical models and methods.

Note:

• All Performances are as on 30 Apr 2024
• Performance data is net of expenses but before taxes
• Data above 1Y is CAGR and upto 1Y is Absolute returns.
• QRC data is updated quarterly, Current data as of Mar '24

Glossary of QRC Terms:

• Alpha: Alpha represents the excess return a fund generates compared to its benchmark index, indicating its relative performance.
• Beta: Beta evaluates a fund's volatility relative to the market, with a Beta of 1 indicating equal volatility, more than 1 indicating higher volatility, and less than 1 indicating lower volatility compared to the market.
• Volatility / Standard Deviation: Volatility indicates the rate of price fluctuation for given returns, while Standard Deviation (SD) measures the consistency of a fund's returns, with high SD indicating higher portfolio risk and return volatility, and low SD indicating stability.
• Information Ratio: Information Ratio (IR) assesses a fund manager's ability to consistently achieve superior, risk-adjusted performance relative to a benchmark, with a higher IR indicating better risk-adjusted returns.
• Consistency Ratio: Consistency Ratio evaluates a fund's persistent outperformance relative to its benchmark over a specific time period, with a higher ratio signifying better consistency.