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Model Stock Portfolios

smallcases are intelligent baskets of right stocks that are managed by Compound Everyday Capital's Research Desk

No. of complaints as per SEBI guidelines

At the beginning of the month

Received during the month

Resolved during the month

Pending at the end of the month

Reasons for pendency

Managed By

Sumit Sarda

SEBI Registered

INP000006633

Experience

16+

Investment Strategy

Growth

Fundamental +1

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 16 years of work experience which includes 11 years of professional investment experience. He is the founder & portfolio manager of Compound Everyday Capital Management LLP (CED Capital), a SEBI registered Portfolio Manager., The engine of firm’s investment ideas is its core Portfolio Management Services (PMS) research team comprising of rank holder chartered accountants and IIM MBAs who together have a total work experience of over 30 years. The team has delivered 24% annual returns since 2012 and the same team serves firm’s smallcase clients as well., Before starting CED Capital, Sumit had worked as an Executive Assistant to the Chairman, Enam Securities, Mumbai and learnt the ropes of investing directly from him. Before that, Sumit also worked in sector leading companies including JP Morgan (IB), Hindustan Unilever and PwC.

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Frequently asked questions

What are the products offered?

We are offering Investment Advisory Services through subscription based smallcase(s). Our PMS research team is the research engine for the same. Our focus is on multicap equity shares and liquid bees.

What is their investment philosophy?

Our core investment philosophy is Sustainability at Reasonable Price (SARP). We look out for businesses that can profitably serve a sustainable demand through long runway and inherent competitive advantages. Secondly, we like managements that have demonstrated track record of treating minority investors fairly. This is reflected from capital allocation, quality of accounting and incentive structures. Within the above qualities of sustainability and fairness, we are guided by circle of competence (invest in things we understand), margin of safety (buy at or below conservative estimate of intrinsic value) and counter cyclicity (respect cycles and position to benefit from their reversals). At a reasonable price we are ambivalent between so called value and growth stocks.

What is a smallcase?

A smallcase is a basket of stocks/ETFs* in a specified weighting scheme that reflects a certain objective (ideas, themes, strategies), backed by the research of Compound Everyday Capital. You can invest in a smallcase in 2 clicks., *ETFs (Exchange Traded Funds) are baskets of securities that track an underlying index (Nifty, Gold, etc) and can be bought and sold on the exchange.

Who can subscribe to these smallcases?

Compound Everyday Capital decides who can invest in the smallcases created by them and can create two types of smallcases :, Exclusive smallcases : smallcases which require a subscription to Compound Everyday Capital’s Advisory in order to invest in the smallcase. You can subscribe to a smallcase directly from the smallcase profile through the subscription form., Public smallcases : smallcases in which anyone who has an account with our partner brokers can invest. You can invest in this smallcase by clicking on “Buy smallcase” in the smallcase profile and logging with your broker credentials.,

How do I track my smallcases?

When you buy a smallcase, the index value is set to 100 on the buy day - this helps you track the total returns without having to monitor each stock. You can also use the performance metrics to get a more detailed understanding of your smallcase.

Are there lock-in periods?

There are no lock-in periods, so you may sell your smallcases anytime. As a concept however, smallcases work best when used for long-term investing.