Compound Everyday Capital - Long Term Focused Value
EQUITY MULTI CAP
Own good quality businesses within a circle of competence at reasonable prices.
+7.53%
3Y annualised returns
+16.10%
Benchmark returns (S&P BSE 200 Index)
Launch date
23 Jul '19
Total AUM
₹29.95Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 200 Index
Portfolio analysis
Equity / Debt / Cash split
Equity68.0%
Cash32.0%
Equity market cap split
Small Cap27.0%
Mid Cap20.1%
Large Cap12.2%
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
3%
PMS management
SSSumit SardaFounder & Portfolio Manager, CED CapitalView details
SS
Sumit Sarda
Founder & Portfolio Manager, CED Capital
View details
About
Mr. Sumit Sarda holds an MBA from IIM Bangalore, and is a rank holder Chartered Accountant (all the three stages) and a rank holder Company Secretary (two stages). He has 15 years of work experience which includes 10 years of professional investment experience. He is the founder & portfolio manager of Compound Everyday Capital Management (CED Capital), a SEBI registered Portfolio Manager. Before starting CED Capital, Sumit had worked as an Executive Assistant to the Chairman, Enam Securities, Mumbai. Before that, Sumit also worked in sector leading companies including JP Morgan (IB), Hindustan Unilever and PwC.
Experience
15 years of work experience, including 10 years in professional investments.
Investment philosophy
Professional investment management and financial analysis.
Previously worked at
- Enam Securities
- JP Morgan
- Hindustan Unilever
- PwC
Awards
- Holds rank holder status in all three stages of Chartered Accountancy and two stages of Company Secretary. Founder of a SEBI registered Portfolio Manager.
PMS house
Compound Everyday Capital
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