Compound Everyday Long Term Focused Value
Our view on the fund, the AMC, the strategy, the performance & the investment team.
IME's Review of Compound Everyday Long Term Focused Value
| Fund Rating | Strategy Rating | Performance Rating |
|---|---|---|
Upgrade | Upgrade | Upgrade |
View on the Fund
This is not a recommended fund, primarily because the AMC does not meet our selection criteria. We believe that there are better fund houses to invest in, within the Indian fund universe.
Strategy
Fund's Strategy View
Own good quality businesses within the circle of competence at reasonable prices. Concentrated portfolio of 10-20 stocks across market capitalisation and sectors. The focus is on businesses with a long and profitable runway.
Fund Performance
Fund returns are largely in-line with category average returns over the past 5 years. In terms of longer-term annual performance, performance consistency is weak, with the fund having underperformed it's benchmark in more years than having outperformed.
Trailing Performance
| 1yr | 3yr | 5yr | Since Inception | |
|---|---|---|---|---|
| Compound Everyday Long Term Focused Value | 24.9 | 21.8 | 15.8 | 16.2 |
| S&P BSE 500 | 6.5 | 15 | 15 | 16.3 |
| Alpha over Broad Mkt BM | 18.4 | 6.8 | 0.8 | -0.1 |
Performance as of: 31-Jan-26 | Inception Date: 22-Jul-19 | Performance are post-fees, pre-taxes. Global funds denominated in USD or fund currency.
Investment team
IME's Review of Compound Everyday PMS
| AMC Rating | Pedigree Rating | Team Rating | Philosophy Rating |
|---|---|---|---|
Upgrade | Upgrade | Upgrade | Upgrade |
View on AMC
The 1-star rating of Compound Everyday PMS is primarily driven by the AMC still being sub-scale. Since the firm is still sub-scale, we have not done additional evaluations with regards the AMC Pedigree, Investment Philosophy, Team & Performance.
AMC's Pedigree
AMC Team
Investment Philosophy
Compound Everyday Long Term Focused Value- Investment Strategy
Compound Everyday Long Term Focused Value is a multi-cap strategy with a concentrated portfolio of 10-20 holdings. Focus is on businesses with a long and profitable runway. Look for management with great capital allocation history, conservative accounting, and fair treatment of minority shareholders.Experience the benefits of working with a 'research-first' investments firm
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