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Compositedge Emerging Star Fund PMS Strategy focuses on identifying companies that benefit from structural shifts in the economy, aiming for long-term wealth creation.

The Compositedge Emerging Star Fund PMS Investment Approach is based on investing in businesses moving from unorganized to organized sectors or gaining market leadership.

It falls under the Small & Mid Cap investment category, offering diversified exposure. As of now, the strategy has a total AUM of an UnDisclosed Amount.

Over the last 1 year, it delivered a strong return of 12.57%, outperforming many peers. Its performance is benchmarked against the S&P BSE 500, ensuring broad market comparison.

Compositedge Emerging Star Fund PMS Strategy or Investment Approach - PMS Details

Strategy Name

Emerging Star Fund

Start Date

06 May 2019

Category

Small & Mid Cap

Benchmark

S&P BSE 500

AUM (Rs.)

Not Disclosed

Min. Investment

Rs.50 Lakhs

Fund Manager

Mr. Vinod Jayaram

1 Yr. Return

12.57%

3 Yr. Return

17.61%

5 Yr. Return

26.86%

Compositedge Emerging Star Fund Portfolio Management Strategy - Portfolio Characteristics

No. of Stocks

48

Top 5 Stocks%

28.84%

Top 5 Sectors%

83.85%

Portfolio Age

5 Yrs, 11 Months

SIP

NA

STP

NA

Average Market Cap

Not Disclosed

Compositedge Emerging Star Fund PMS Strategy - Cost or Charges

Fixed Fees

1% of Fund value

Variable AMC

No Variable AMC

Variable Profit Sharing

20% (if above 10% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Compositedge Emerging Star Fund PMS Investment Approach - Portfolio Composition

Large Cap

27.10%

Mid Cap

11.46%

Small Cap

56.95%

Cash & Equivalent

2.70%

Check out Business Opportunities with Similar Brands

Compositedge Emerging Star Fund Portfolio Strategy - Top 5 Sectors

Financial Services

27.91%

Healthcare

33.36%

Oil, Gas & Consumable Fuels

4.28%

Capital Goods

8.11%

Consumer Durables

10.19%

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