Capital Compounder Strategy approach includes investing in high-growth businesses led by superior management teams and acquired at fair valuations. They recognize that a margin of safety is not solely dependent on the price; it also comes from meticulous research and analysis. Moreover, they assert that genuine investment success requires original conviction rather than relying on the beliefs or strategies of others.
| Period | Capital Compounder | Benchmark (BSE 500) |
|---|---|---|
| 1 Month | 6.15% | 4.27% |
| 3 Months | 6.85% | 3.72% |
| 6 Months | 22.08% | 8.33% |
| 1 Year | 14.80% | 5.33% |
| 2 Year | 29.18% | 19.61% |
| 3 Year | 25.44% | 16.19% |
| 5 Year | 24.78% | 21.05% |
| Since Inception | 20.52% | 17.07% |
| Large Cap | 26.64% |
| Mid Cap | 46.75% |
| Small Cap | 23.88% |
| Cash & Cash Equivalent | 2.73% |
