Our Funds

Asia Funds

Shikhara Asia Vantage Equity Fund

Bottom-up, high-conviction portfolio investing in top equity ideas in Asia ex-Japan. The Fund follows a research-driven process, focusing on quality companies with durable business models and attractive risk-reward profiles across markets such as China, Hong Kong, India, South Korea, Taiwan, and ASEAN.

Daily Data as of 22/04/2026

Monthly Data as of 31/03/2026

Share Class Currency ISIN Inception
Date
NAV Daily Change % YTD % 1MTH % 3MTH % 6MTH % YTD % Since
Inception %
USD L Acc USD LU3066673602 19/01/2026 106.40 0.22% 6.40% -13.93% - - -7.66% -7.66%
EUR L Acc EUR LU3066673271 13/02/2026 104.27 0.51% 4.27% -11.80% - - -7.97% -7.97%

Shikhara INDIA Vantage Equity Fund

Bottom-up, high-conviction portfolio investing in leading Indian companies and India-focused businesses benefiting from the country’s structural growth and reform agenda. The Fund employs a research-driven approach, targeting quality franchises with sustainable competitive advantages, robust cash generation, and aligned management teams across market capitalizations and sectors.
India Funds

Daily Data as of 22/04/2026

Monthly Data as of 31/03/2026

Share Class Currency ISIN Inception
Date
NAV Daily Change % YTD % 1MTH % 3MTH % 6MTH % YTD % Since
Inception %
USD L Acc USD LU3066674162 09/01/2026 94.31 -0.17% -5.69% -13.56% - - -16.27% -16.27%

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Shikhara Investment Management LP is currently an Exempt Reporting Adviser that is exempt from registration as an investment adviser with the U.S. Securities and Exchange Commission and Shikhara Capital (Hong Kong) Private Limited has been approved by the Hong Kong Securities and Futures Commission. This website does not constitute an offer to sell or the solicitation of an offer to buy in any state of the United States or other U.S. or non-U.S. jurisdiction to any person to whom it is unlawful to make such offer or solicitation in such state or jurisdiction.

Investment involves risk. Past performance is not indicative of future performance. It cannot be guaranteed that the performance of the investment product will generate a return and there may be circumstances where no return is generated. Investors could lose all or a substantial portion of any investment made. Before making any investment decision, investors should read the Prospectus for details and the risk factors. Investors should ensure they fully understand the risks associated with the investment product and should also consider their own investment objective and risk tolerance level. Investors are advised to seek independent professional advice before making any investment.

Shikhara’s investment products are suitable only for sophisticated investors and require the financial ability and willingness to accept the high risks and lack of liquidity inherent in Shikhara’s investment products. Prospective investors must be prepared to bear such risks for an indefinite period of time. No assurance can be given that the investment objectives of any given investment product will be achieved or that investors will receive a return of their investment.

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