Strategy performance
Sameeksha India Long Horizon Fund
Sameeksha Capital Private Limited · AUM ₹107 Cr · as of Sep 2026
Our read
₹100 grew to ₹114.3 since inception (+4.3% CAGR), with a max drawdown of −17.8%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+4.4%
Since inception
+4.3%
Max drawdown
−17.8%
Volatility
+10.9%
Peer position
Loading peer ranks…
Performance
Sameeksha India Long Horizon Fund₹114.3Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −1.1% | +0.2% | −7.9% | +7.5% | +0.9% | +4.6% | +3.4% | −1.3% | −3.7% | +1.7% | |||
| 2025 | −3.4% | −4.4% | +0.8% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | 0.0% | −0.7% | −7.6% |
| 2024 | −0.7% | −0.3% | −0.6% | +6.8% | −3.5% | +7.2% | +5.4% | +4.1% | −1.0% | +0.5% | −2.0% | −0.1% | +16.1% |
| 2023 | 0.0% | +0.4% | −0.5% | +2.2% | +2.6% | +4.8% |
Metrics
Tearsheet- 1M return
- −3.7%
- 3M return
- −1.8%
- 6M return
- +11.4%
- 1Y return
- +1.0%
- 2Y CAGR
- −3.8%
- 3Y CAGR
- +4.4%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +4.3%
- Total return
- +14.3%
- Average month
- +0.4%
- Median month
- 0.0%
- Average up month
- +3.3%
- Best month
- +7.5%
- Best rolling 12M
- +24.8%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Sep 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Sameeksha India Long Horizon Fund performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Sameeksha India Long Horizon Fund performed?
- Sameeksha India Long Horizon Fund (Sameeksha Capital Private Limited) shows CAGR 4.32% and max drawdown -17.78% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Sameeksha India Long Horizon Fund CAGR / max drawdown?
- CAGR is 4.32%; max drawdown is -17.78%. We only publish CAGR when there are enough months (≥12 on this track of 38 months). Learn more
- Where do Sameeksha India Long Horizon Fund returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Sameeksha India Long Horizon Fund?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more