Long Term Focused Value PMS: Returns, AUM & Details
Compound Everyday Capital Management Llp • Equity
Long Term Focused Value is an equity portfolio management service (PMS) strategy run by Compound Everyday Capital Management Llp, launched on 22 Jul 2019. It manages ₹76.91 Cr of client assets and is benchmarked against the Nifty 500 TRI. Its reported trailing returns are +23.37% over 1 year, +20.47% over 3 years and +14.31% over 5 years (+15.59% since inception). The minimum investment is ₹50 Lakhs. The fund manager has not been publicly disclosed.
AUM
₹76.91 Cr
3-year return
+20.47%
Minimum investment
₹50 Lakhs
Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
Fund Manager
Not Disclosed
Assets (AUM)
₹76.91 Cr
Benchmark Index
Nifty 500 TRI
Inception Date
22/07/2019
Trailing Returns
Trailing returns
Period
Return
1 Month
+10.92%
3 Months
+2.31%
1 Year
+23.37%
3 Years
+20.47%
5 Years
+14.31%
Since Inception
+15.59%
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Frequently asked questions about Long Term Focused Value
What are the returns of Long Term Focused Value?
Long Term Focused Value has a 1-year return of +23.37%, a 3-year return of +20.47%, a 5-year return of +14.31% and +15.59% since inception. Past performance is not indicative of future results.
What is the AUM of Long Term Focused Value?
Long Term Focused Value manages ₹76.91 Cr of client assets.
What is the minimum investment for Long Term Focused Value?
The minimum investment for Long Term Focused Value is ₹50 Lakhs.
When was Long Term Focused Value launched?
Long Term Focused Value was launched on 22 Jul 2019. It has a 6-year track record.