Investor Summary

Sumit Sarda is the founder and principal fund manager of Compound Everyday Capital, bringing 17 years of professional experience including 12 years in professional investment management. He holds an MBA from IIM Bangalore and is a rank holder Chartered Accountant (all three stages) and rank holder Company Secretary (two stages). His background includes tenure as Executive Assistant to the Chairman at Enam Securities, Mumbai. Surbhi Sarda serves as Principal Officer of the Investment Advisory division with over 12 years of experience in research, valuation, and portfolio management as a Chartered Accountant. The firm comprises six members with the research team collectively holding 25 years of investment experience and credentials including 6 all India CA ranks, 2 all India CS ranks, and MBA from IIM Bangalore.

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Fund Strategy

Compound Everyday Capital follows a 'Sustainability at Reasonable Price (SARP)' investment philosophy focused on risk-adjusted wealth creation by owning good businesses run by able and honest managers for the long term. They describe themselves as risk conscious, humble, research driven, sector/market cap agnostic, and long term oriented. The firm emphasizes understanding the power of compounding and believes in improving daily across six key areas: trust building, multi-disciplinary reading, business model understanding, analyzing behavioral biases in business/investing, and learning from mistakes. Their approach centers on buying shares below intrinsic value and holding them to capitalize on growth, typically maintaining 10-30 positions with investment horizons of 3-5 years or more.

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FUND PERFORMANCE AS OF 31st December 2025

ANNUALIZED SINCE INCEPTION QUARTERLY YTD
16.3% - 25.7%
2025 2024 2023 2022 2021 2020
25.7% 29.2% -4.3% 14.9% 48.5% -9.5%