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Long Term Focused Value

Long Term Focused Value is a Equity Portfolio Management Service launched by Compound Everyday Capital Management Llp on July 2019. Managed by Sumit Sarda, the fund holds ₹79 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh. Trailing returns: 11.75% (1Y), 18.53% CAGR (3Y), 15.41% since inception. Performance data as of July 2026.

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Long Term Focused Value

Compound Everyday Capital Management Llp

79.00 CR AUM

Long Term Focused Value

Long Term Focused Value

Compound Everyday Capital Management Llp

79.00 CR AUM

BSE 500 TRI
Benchmark
7yr 0mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
7yr 0mo
Age
EQUITY
Strategy
NIL
Fixed Fees
NIL
Variable Fees
NIL
Exit Load
Fund manager

sumit sarda

Fund Manager
EQUITYStrategies

Mr. 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 15 years of work experience which includes 10 years of professional investment experience. He is the founder & portfolio manager of Compound Everyday Capital Management (CED Capital), a SEBI registered Portfolio Manager. Before starting CED Capital, Sumit had worked as an Executive Assistant to the Chairman, Enam Securities, Mumbai. Before that, Sumit also worked in sector leading companies including JP Morgan (IB), Hindustan Unilever and PwC.

Mr. 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 15 years of work experience which includes 10 years of professional investment experience. He is the founder & portfolio manager of Compound Everyday Capital Management (CED Capital), a SEBI registered Portfolio Manager. Before starting CED Capital, Sumit had worked as an Executive Assistant to the Chairman, Enam Securities, Mumbai. Before that, Sumit also worked in sector leading companies including JP Morgan (IB), Hindustan Unilever and PwC.

What is this fund's investment objective?

To deliver superior long term relative and absolute returns with a focus on protection of capital, by owning good companies at reasonable prices. Good companies have businesses with long runway and competitive advantage seen from their high returns on capital. And good companies are run by able and fair management.

How has Long Term Focused Value performed?

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Wealth Creation Calculator

1M IA return
0.14%
1M benchmark return
1.73%
Alpha
-1.59%
1M Wealth multiple
1.00x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
0.14%
1M benchmark return
1.73%
Alpha
-1.59%
1M Wealth multiple
1.00x

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