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Compound Everyday Long Term Focused Value

Scheme Rating

IME Scheme Rating

The Scheme does not meet our selection criteria at this time

Not a recommended 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 mutual fund universe.

IME Strategy Rating

Concentrated Multi-cap Strategy: 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.

PMS Scheme Ratings are driven by IME’s Proprietary Scheme Rating Methodology, which takes into account our ratings of the Scheme’s investment strategy, its maturity, the investment team, and our separate rating on the AMC that runs this particular scheme. Our views on each of these individual criteria are available via the IME RMS – which you can view by reaching out to one of our relationship managers (using either the live chat or book appointment feature on this site).

IME View on Compound Everyday Long Term Focused Value

Type: Flexi Cap | Value | AUM (48.9 cr) | Inc Date (22 Jul 2019)

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.

Trailing Performance

1yr 3yr 5yr Since Inception
Compound Everyday Long Term Focused Value 28.3 12 16
S&P BSE 500 TRI 38.3 20 21
Alpha over Broad Mkt BM -10 -8 -5
Nifty 500 37.3 18.7
Alpha over Category BM -9 -6.7

Performance as of: 30-Jun-24 | Inception Date: 22-Jul-19

Fund Managers

Sumit Sarda | 2-star rated FM

Founder & Portfolio Manager | 15 yrs Experience | 5 yrs at current firm

Past Experience: EA to Chairman (ENAM), Investment Banking (JP Morgan)

Sumit Sarda has 10+ years of investments experience, the most noteable of which was working as an Executive Assistant to Vallabh Bhansali (one of the most prominent figures in the Indian investments business).

Fee Structure

Fee StructureFee
Fixed Fee Structure
Variable Fee Structures
Exit Fees1yr (3%), 2yr (2%), 3yr (1%)

AMC

AMC: Compound Everyday PMS (click link for detailed AMC review)

Not a Recommended AMC: Compound Everyday PMS is still very early in its journey and has yet to scale beyond its original focus of managing money for a private group of friends & family. The 1-star rating of the AMC 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.

Compound Everyday PMS does not meet our criteria for PMS AMC Selection at this time. Understand our AMC rating criteria at AMC Rating Criteria or contact us via the LiveChat to learn more.