Capital Compounders - PMS fund logo

Capital Compounders

PMS

Strategy
Who Should Invest
Reasons to Invest in this PMS
Returns
Investment Approach
Portfolio Holdings
Fund Information
Risk Return Ratio
Fee Structure
FAQs

Strategy

Capture the "trillion-dollar India opportunity" through a long-only strategy focusing on stable earnings growth

Who Should Invest

This PMS is designed for investors with:

Risk profile

Growth

Investment horizon

3 to 5 Years

Financial goal

Long-term consistent returns with substantial alpha and capital protection

Reasons to Invest in this PMS

#1

Unique Forensic Framework

CLEAR framework identifies red flags and avoids pitfalls inherent in human misjudgment.

#2

QGARP Portfolio

Focuses on high-quality growth companies with niche core competence and sustainable moats

#3

Experienced Founder Leadership

Led by industry veterans with deep domain knowledge and 100% founder ownership (skin in the game)

Trailing Returns

This PMS

Benchmark

Tenure

This PMS

Benchmark

6M

-2.83%

-4.33%

1Y

18.63%

3.64%

Since Inception

18.44%

15.03%

Investment Approach

Concentrated QGARP

Proprietary forensic framework CLEAR

Blend of accelerated growth (“Magic”) & sustainable growth (“Compounder”) companies

Long-term trends capturing the India growth story

Portfolio Holdings
Top 5 Holdings
  • Aditya Birla Capital
    10.2%
  • Biocon
    7%
  • Laurus Labs
    6.6%
  • Bharat Heavy Electricals Ltd
    5.2%
  • Yatharth Hospital & Trauma Care Services Ltd
    4.7%

Fund Information

Date of Inception

15 May 2019

Total Holdings

25

Max Drawdown

-19.83%

Fund Managers

Vikas Khemani

Manoj Bahety

Risk & Return Ratio

Standard Deviation

22.37

Sharpe Ratio

0.63

Treynor Ratio

11.74

Beta

1.2

R-Square

0.81

Fee Structure

Fixed Fee
Variable Fee
2.50%

Exit Load

1.0% if exited before 12 Months

Frequently Asked Questions (FAQs)

What is the Accredited Investor (AI) framework in India?

Who qualifies as an Accredited Investor in India?

What are the benefits of becoming an Accredited Investor?

How can I become an Accredited Investor through Ionic Wealth?