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 (44.8 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 33.4 12.8 15.5
S&P BSE 500 TRI 39.5 19.5 19.9
Alpha over Broad Mkt BM -6.1 -6.7 -4.4
Nifty 500 38.4 18.1
Alpha over Category BM -5 -5.3

Performance as of: 28-Feb-23 | 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: 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. It is not a recommended PMS provider at this time. Additionally, in our rating methodology, PMS firms which have discretionary equity assets of less than 100 cr are typically rated as 1-star, since these have not yet reached a level of sustenance scale. Once they cross this key number, we will reevaluate the rating

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.

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Note: PMS AMC & Scheme Reviews and Ratings are based on IME Capital’s Proprietary Review and Rating Methodology (read more here: AMC Rating & Scheme Ratings). These reflect the unbiased views of our central research team, based on our assessment of the investment value of these PMS/AIF strategies for our investors. We follow a highly stringent rating-criteria, where approximately 50% of PMS AMC’s & strategies would be rated 2-star or below (this is not meant to indicate that these funds are not investment-worthy, but that they do not currently fulfill the requirements we focus on for recommending funds to our investors — based on our internal views on the merit of the AMC/strategy relative to peers). Reviews & Ratings are primarily based on research of publicly available information (SEBI disclosures, PMS websites, PMS-aggregation platforms, webinar recording, media interviews etc.) and no explicit consent is required from AMCs for the same. While we endeavour to do further due-diligence via direct interactions with the investment teams of AMCs, this is typically restricted to AMC’s that meet our foundational fund selection criteria (reviews on lower-rated AMCs are often based solely on publicly available information). The views reflected in our Reviews & Ratings, are our independent views and may not be shared by the AMC’s and the investment teams. Please read detailed disclaimer for more.