Compound Everyday Capital Management LLP

Compound Everyday Capital Management LLP

AUM (Cr.)

24.01

No. of Clients

43

No. of Strategy

1

As On

31 July 2021

Founded in 2012 as a value oriented multifamily investment office catering to a private group of family and friends, Compound Everyday Capital became a SEBI registered Portfolio Manager in 2019. AMC offer discretionary Portfolio Management Services vide SEBI registration number INP000006633.Their investment objective is to generate long term sustainable returns over benchmark indices with a focus on protection of capital.They aspire to do that by owning good quality businesses within circle of competence at reasonable prices. Their PMS strategy – Long Term Focused Value holds concentrated portfolio of 10-20 stocks across market capitalisation and sectors. It’s focus is on businesses with long and profitable runway. They limit themselves to managements that have demonstrated history of intelligent capital allocation, conservative accounting and fair treatment of minority shareholders. They are happy to hold investee companies for long term till they remain good and reasonably priced. Their team comprise of six members. Three of them, in the research team, together have investment experience of 25 years and hold among them 6 all India CA ranks, 2 all India CS ranks and MBA from IIM Bangalore.

PMS Strategies Returns
Strategy Name Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Compound Everyday - Long Term Focused Value
MULTI CAP 31.06% 48.59% NA NA 23 Jul, 2019

* All performance above are as on 30th September 2021  * Above 1 year returns are in CAGR  

Portfolio Manager Profile

Mr Sumit Sarda

Mr Sumit Sarda

Fund Manager

AMC Registered Address

Sakar Bhawan, 2Nd Floor, Atm Side,21/4 Ratlam Kothi Main Road, Above Federal Bank,Indore,Indore,Madhya Pradesh,India-452001
SEBI Reg No : INP000006633

AMC Investor Login Link

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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.