{"id":34,"date":"2020-01-15T10:34:16","date_gmt":"2020-01-15T10:34:16","guid":{"rendered":"http:\/\/cedcapital-in.preview-domain.com\/?page_id=34"},"modified":"2026-07-09T06:49:10","modified_gmt":"2026-07-09T06:49:10","slug":"audited-performance","status":"publish","type":"page","link":"https:\/\/cedcapital.in\/?page_id=34","title":{"rendered":"Audited Performance"},"content":{"rendered":"
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CED Long Term Focused Value annualised performance vs BSE 500 TRI benchmark<\/caption>\n
Year Ended<\/span><\/th>\nCED Long Term Focused Value (PMS)<\/span><\/span><\/th>\nBSE 500 TRI (Benchmark)<\/span><\/th>\nDifference<\/span><\/th>\n<\/tr>\n
<\/th>\nReturn<\/span><\/span><\/strong><\/th>\nAvg. Cash Eq. Bal.<\/span><\/strong><\/span><\/th>\nReturn<\/span><\/strong><\/th>\nTrailing P\/E<\/span><\/strong><\/span><\/th>\n<\/th>\n<\/tr>\n
FY 2027 YTD<\/span><\/span><\/td>\n12.4%<\/span><\/td>\n17.9%<\/span><\/td>\n12.1%<\/span><\/td>\n23.7x<\/span><\/td>\n+0.3%<\/span><\/td>\n<\/tr>\n
FY 2026<\/span><\/span><\/td>\n14.1%<\/span><\/td>\n19.6%<\/span><\/td>\n-3.1%<\/span><\/td>\n21.7x<\/span><\/td>\n+17.2%<\/span><\/td>\n<\/tr>\n
FY 2025<\/span><\/span><\/td>\n10.3%<\/span><\/td>\n21.0%<\/span><\/td>\n6.0%<\/span><\/td>\n23.4x<\/span><\/td>\n+4.3%<\/span><\/td>\n<\/tr>\n
FY 2024<\/span><\/span><\/td>\n29.2%<\/span><\/td>\n26.1%<\/span><\/td>\n40.2%<\/span><\/td>\n26.2x<\/span><\/td>\n-11.0%<\/span><\/td>\n<\/tr>\n
FY 2023<\/span><\/span><\/td>\n-4.3%<\/span><\/td>\n30.0%<\/span><\/td>\n-0.9%<\/span><\/td>\n22.3x<\/span><\/td>\n-3.4%<\/span><\/td>\n<\/tr>\n
FY 2022<\/span><\/span><\/td>\n14.9%<\/span><\/td>\n38.5%<\/span><\/td>\n22.3%<\/span><\/td>\n25.0x<\/span><\/td>\n-7.4%<\/span><\/td>\n<\/tr>\n
FY 2021<\/span><\/span><\/td>\n48.5%<\/span><\/td>\n29.0%<\/span><\/td>\n78.6%<\/span><\/td>\n38.0x<\/span><\/td>\n-30.1%<\/span><\/td>\n<\/tr>\n
FY 2020*<\/sup><\/span><\/td>\n-9.5%<\/span><\/td>\n23.0%<\/span><\/td>\n-23.4%<\/span><\/td>\n18.3x<\/span><\/td>\n+13.9%<\/span><\/td>\n<\/tr>\n
Since Inception(7Y)<\/span><\/span><\/strong><\/td>\n15.4%<\/span><\/strong><\/td>\n26.6%<\/span><\/strong><\/span><\/td>\n15.2%<\/span><\/strong><\/td>\n<\/td>\n+0.2%<\/span><\/strong><\/td>\n<\/tr>\n
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*From Jul 24, 2019; Since inception performance is annualised; Note: As required by SEBI, the returns are calculated on time weighted average (NAV) basis. The returns are NET OF ALL EXPENSES AND FEES. The returns pertain to ENTIRE portfolio of our one and only strategy. Individual investor returns may vary from above owing to different investment dates. Annual returns are audited but not verified by SEBI.<\/em><\/span><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<\/div>\n
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Pre-PMS multi-family-office performance vs BSE 500 TRI (2012\u20132019)<\/caption>\n
Pre-PMS Performance<\/span><\/th>\nSince Inception (CAGR) 2012 – 2019<\/small><\/span><\/th>\nOutperformance (Annualised) <\/small><\/span><\/th>\n<\/tr>\n
Erstwhile Multi Family Office (7 yrs)<\/b><\/span><\/td>\n17.4%*<\/a><\/sup><\/span><\/strong><\/td>\n<\/td>\n<\/tr>\n
BSE 500 TRI (including dividends)<\/small><\/span><\/td>\n14.5%<\/span><\/td>\n2.9%<\/span><\/td>\n<\/tr>\n
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Note: Prior to launching our Portfolio Management Services, we were running a private multi family office. The above are its audited returns NET OF EXPENSES AND EQUIVALENT FEES over 7 years of its operation (Aug 18, 2012 to Mar 31, 2019).<\/i><\/small><\/span><\/div>\n
* Post all fee and income tax<\/span><\/em><\/div>\n<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

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CED Long Term Focused Value annualised performance vs BSE 500 TRI benchmark Year Ended CED Long Term Focused Value (PMS) BSE 500 TRI (Benchmark) Difference Return Avg. Cash Eq. Bal. Return Trailing P\/E FY 2027 YTD 12.4% 17.9% 12.1% 23.7x +0.3% FY 2026 14.1% 19.6% -3.1% 21.7x +17.2% FY 2025 10.3% 21.0% 6.0% 23.4x +4.3% […]<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"page-cdecapital.php","meta":{"footnotes":""},"class_list":["post-34","page","type-page","status-publish","hentry"],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/cedcapital.in\/index.php?rest_route=\/wp\/v2\/pages\/34","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cedcapital.in\/index.php?rest_route=\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/cedcapital.in\/index.php?rest_route=\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/cedcapital.in\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/cedcapital.in\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=34"}],"version-history":[{"count":93,"href":"https:\/\/cedcapital.in\/index.php?rest_route=\/wp\/v2\/pages\/34\/revisions"}],"predecessor-version":[{"id":1514,"href":"https:\/\/cedcapital.in\/index.php?rest_route=\/wp\/v2\/pages\/34\/revisions\/1514"}],"wp:attachment":[{"href":"https:\/\/cedcapital.in\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=34"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}