| Nov 2017 – April 2026 | Absolute | CAGR | YTD Returns | 1-Year returns |
|---|---|---|---|---|
| Samatva Portfolio ( INR ) | 579.5% | 25.4% | 4.4% | 15.9% |
| Nifty Smallcap 250 Index ( INR ) | 149.3% | 11.4% | 0.3% | 8.9% |
| Nifty 50 ( INR ) | 132.8% | 10.5% | -8.2% | -1.4% |
Period: Nov 2017 – April 2026
Nov 2017 – April 2026
Net returns after fee, excludes dividends
| Sep 2025 – April 2026 ( TWRR % ) |
1-Month | 3-Month | 6- Months | Inception |
|---|---|---|---|---|
| Samatva Portfolio ( TWRR % ) | 18.7% | 9.5% | 1.24% | -1.95% |
| BSE 500 Total Return Index ( INR ) | 10.4% | -1.7% | -4.3% | -1.8% |
Sep 2025 – April 2026 ( TWRR % )
Returns:
SEBI RIA - Upto August 2025;
PMS – Post August 2025
7-year Net CAGRReturns of our Day 1 Client - Under RIA Model, period ended March 2025
Team’s Collective Years of Investment Experience
Client Retention Rate
Assets raised through distributors/ intermediaries
Samatva Investments was started with an objective to advise long term public equity investors – who typically have atleast a 5-year time horizon. We believe India is still at a very nascent stage in terms of viewing equities as a strong asset class, unlike the more developed economies. Thus far typical Indian investment portfolios tend to be heavily weighted towards real estate and gold. With demonetization, GST and other government initiatives to dis-incentivize the informal economy, and to promote the formal economy in India, we believe equities as an asset class is well positioned to become a rewarding investment avenue.
While there are clear macro tailwinds towards equity investing in India, we also believe there have been instances of Principal-Agent problems with conflict/misalignment of interests between investors and investor advisors/ fund managers. Our endeavour at Samatva is to bridge this gap and be a trusted investment partner in equities for the serious long-term investor. The personal money of the founder and the team is also invested alongside the client portfolios and we wish to build Samatva by adhering to the highest standards of corporate governance and integrity.
Honesty and Integrity in every action.
Pursuit of truth - constant learning, upgrading thoughts and beliefs based on emerging facts.
Pursuit of excellence in decision making.
Ashwin Reddy founded Samatva Investments in 2017 to advise long-term investors in Indian public equities. He brings over 18 years of experience in equity research and fund management. Prior to Samatva, he spent four years at CWC Advisors, a USD 300 Mn public markets firm backed by leading global investors, including top U.S. university endowments. At CWC, he was a generalist investor covering companies across sectors and market caps. Ashwin holds an MBA from the Indian School of Business (ISB) and a BTech in Electronics and Communications from JNTU, Hyderabad.