Composite Investments Pvt Ltd

Composite Investments Pvt Ltd

AUM (Cr.)

274.87

No. of Clients

117

No. of Investment Approach

2

As On

29 February 2024

Composite Investments Pvt Ltd is a SEBI registered Portfolio Manager (INP000006396) offering long only India focused equity portfolio offerings. We started the Portfolio management business in April 2019, and have been part of the Indian financial markets story for more than two decades as an equity broker. At Composite PMS, we are focused on long term wealth creation through an investment process that seeks to complement our investor’s existing investments across equities and other asset classes. As an emerging asset manager, we have no other choice than to build differentiated equity portfolios and endeavor to deliver benchmark beating returns over the medium to long term. Our investors include some well-known high net worth individuals and family offices at Bangalore, our foray into asset management was prompted by some of these investors who have been our equity broking customers for over two decades.

PMS Investment Approach(s) Returns
Investment Approach Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Emerging Star Fund
SMALL & MID CAP 37.17% 13.24% 19.87% NA 06 May, 2019
GARP Fund
MULTI CAP 39.32% 18.77% 16.72% NA 22 Apr, 2019

* Returns are as on  31st March 2024, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1


Portfolio Manager Profile

Mr. Vinod Jayaram

Mr. Vinod Jayaram

Fund Manager, PMS

AMC Registered Address

NO 30/1 3RD FLOOR,S J TOWERS MISSION ROAD, BANGALORE, KARNATAKA, INDIA - 560027
SEBI Reg No : INP000006396

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Disclaimer & Risk Factors:

We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.

All information present on the Website of PMS bazaar (including any publications/e-mails/newsletters of PMS Bazaar) is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.