Composite India - Emerging Star Fund

EQUITY MID & SMALL CAP

The fund aims to generate long term capital appreciation by investing in a focused portfolio of mid and small cap companies that are market leaders, led by high calibre management and with shareholder friendly practices.

+18.18%

3Y annualised returns

+14.73%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

06 May '19

Total AUM

₹127.23Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity96.9%

Cash3.1%

Equity market cap split

Small Cap47.3%

Large Cap28.0%

Mid Cap17.5%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

0.00%

PMS management

VJ
Vinod Jayaram
Fund Manager
View details

About

Vinod specializes in investing in listed Indian mid and small cap companies. He is always in the lookout for companies that are relentlessly taking small steps in the right direction that in turn builds on itself and gains momentum and produces more and more positive results, just like a flywheel. He was associated with one of the best performing small & mid cap fund (Novastar Funds) during 2010-2015 (family of a board member at Berkshire Hathaway invested in the fund). He has done his PGDM from IIM Lucknow and B.com (Hons) from Sri Satya Sai University. His interests include Crossfit, Vipassana, Running and Reading.

Investment philosophy

Specializes in investing in listed Indian mid and small cap companies.

Previously worked at