{"id":702,"date":"2022-09-30T06:30:05","date_gmt":"2022-09-30T06:30:05","guid":{"rendered":"https:\/\/cedcapital.in\/?page_id=702"},"modified":"2026-02-05T13:32:17","modified_gmt":"2026-02-05T13:32:17","slug":"curated-portfolios","status":"publish","type":"page","link":"https:\/\/cedcapital.in\/?page_id=702","title":{"rendered":"Curated portfolios"},"content":{"rendered":"<p><span style=\"font-size: 14pt;\">Compound Everyday Capital&#8217;s Investment Adviser division offers two fee based curated portfolios:<\/span><\/p>\n<p><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/cedcapital.in\/wp-content\/uploads\/2022\/10\/smallcase-logo-sust-compounders-Copy.png\" alt=\"\" width=\"100\" height=\"100\" \/><\/p>\n<p><span style=\"color: #006c9e; font-size: 14pt;\"><strong>1. Sustainable Compounders<\/strong><\/span><\/p>\n<p><span style=\"font-size: 14pt;\"><span style=\"text-decoration: underline;\">Strategy:<\/span> A portfolio of reasonably priced good quality equity shares and liquid ETF for sustainable returns<\/span><\/p>\n<p><span style=\"font-size: 14pt;\"><span style=\"text-decoration: underline;\">Description:\u00a0<\/span>The mandate of Sustainable Compounders is to generate sustainable returns by buying GOOD businesses at REASONABLE PRICES. By good businesses we mean sustainable businesses with competitive advantages and long runway, run by fair and efficient management. Most of the time such businesses don\u2019t come cheap. However some times, owing to ignorance, dislike, temporary hardships, human biases or institutional reasons, prices get reasonable. Since we operate with only those businesses which we honestly understand, we are many times able to pick these mispricings. In absence of compelling opportunities the smallcase temporarily parks money in Liquid ETFs.<\/span><\/p>\n<p><span style=\"font-size: 14pt;\"><span style=\"text-decoration: underline;\">Fund Manager:<\/span> Surbhi Sarda, CA<\/span><\/p>\n<table style=\"border-collapse: collapse; width: 69.2372%; height: 95px;\">\n<tbody>\n<tr style=\"height: 95px;\">\n<td style=\"width: 20.4208%; height: 95px;\"><a href=\"https:\/\/cedcapital.smallcase.com\/smallcase\/CEDMO_0001\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignleft\" style=\"border-style: solid; border-width: 1px;\" src=\"https:\/\/cedcapital.in\/wp-content\/uploads\/2022\/10\/smallcase-logo-final.jpg\" alt=\"smallcase logo\" width=\"210\" height=\"69\" \/><\/a><\/td>\n<td style=\"width: 48.8166%; height: 95px;\"><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"font-size: 14pt;\"><strong><span style=\"color: #14b9ff;\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/cedcapital.in\/wp-content\/uploads\/2022\/10\/Logo-Mulit-Asset-Smart-ETF-Copy.jpg\" alt=\"\" width=\"100\" height=\"88\" \/><br \/>\n<span style=\"color: #006c9e;\">2. Multi Asset Smart ETF<\/span><\/span><\/strong><\/span><\/p>\n<p><span style=\"font-size: 14pt;\"><span style=\"text-decoration: underline;\">Strategy:<\/span> Smart portfolio of multi-asset ETFs for earning market returns at low volatility and cost.<\/span><\/p>\n<p><span style=\"font-size: 14pt;\"><span style=\"text-decoration: underline;\">Description:\u00a0\u00a0<\/span>Mutli Asset Smart ETF is a smart passive smallcase that will hold ETFs based on multiple assets \u2013 Indian equities, global equities, gold, debt, liquid funds etc. The smallcase will combine assets that have low or negative correlation with each other so that portfolio volatility is reduced. For example, gold is inversely correlated to equities. When equities fall, it is seen that gold remains stable or rises. Unlike a dumb passive strategy that buys all underlying assets irrespective of valuations, this is a smart passive strategy. The mutual weights of various multi asset ETFs will be dynamically balanced based on past returns, and future outlook so that an investor doesnot own high proportion of overvalued asset classes at any point in time.<\/span><\/p>\n<p><span style=\"font-size: 14pt;\"><span style=\"text-decoration: underline;\">Fund Manager:<\/span> Surbhi Sarda, CA<\/span><\/p>\n<table style=\"border-collapse: collapse; width: 92.2011%; height: 58px;\">\n<tbody>\n<tr style=\"height: 49px;\">\n<td style=\"width: 21.8463%; height: 49px;\"><a href=\"https:\/\/cedcapital.smallcase.com\/smallcase\/CEDET_0001\" target=\"_blank\" rel=\"noopener\"><img loading=\"lazy\" decoding=\"async\" class=\"alignleft\" style=\"border-width: 1px; border-style: solid;\" src=\"https:\/\/cedcapital.in\/wp-content\/uploads\/2022\/10\/smallcase-logo-final.jpg\" alt=\"smallcase logo\" width=\"210\" height=\"69\" \/><\/a><\/td>\n<td style=\"width: 98.49%; height: 49px;\"><\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p>&nbsp;<\/p>\n<p style=\"text-align: center;\"><span style=\"font-family: georgia, palatino, serif; font-size: 10pt;\"><strong><span style=\"color: #000000;\">Statutory Information<\/span><\/strong><\/span><\/p>\n<p style=\"text-align: center;\"><span style=\"font-size: 10pt; font-family: georgia, palatino, serif;\">Compound Everyday Capital Management LLP<\/span><\/p>\n<p style=\"text-align: center;\"><span style=\"font-family: georgia, palatino, serif; font-size: 10pt;\">Registration No: INA000017198 (Non-Individual), perpetual unless withdrawn or cancelled<\/span><\/p>\n<p style=\"text-align: center;\"><span style=\"font-size: 10pt; font-family: georgia, palatino, serif;\">CIN &#8211; AAM-4846<\/span><\/p>\n<p style=\"text-align: center;\"><span style=\"font-size: 10pt; font-family: georgia, palatino, serif;\">Complete Address: &#8220;Sakar Bhawan&#8221; 2nd Floor, 21\/4 Ratlam Kothi Main Road, Indore (M.P.) &#8211; 452001<\/span><\/p>\n<p style=\"text-align: center;\"><span style=\"font-size: 10pt; font-family: georgia, palatino, serif;\">Principal Officer: Surbhi Sarda, CA, +917312510070, ria@cedcapital.in<\/span><\/p>\n<p style=\"text-align: center;\"><span style=\"font-size: 10pt; font-family: georgia, palatino, serif;\">Corresponding SEBI regional office: 104-105, Satguru Parinay, Opposite C-21 Mall, A.B. Road, Indore (M.P.) &#8211; 452010,<\/span><\/p>\n<p style=\"text-align: center;\"><span style=\"font-family: georgia, palatino, serif; font-size: 10pt;\">Disclaimer: Investment in securities market are subject to market risks. Read all the related documents carefully before investing. Registration granted by SEBI, membership of BASL and certification from NISM in no way guarantee performance or provide any assurance of returns to investors.<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Compound Everyday Capital&#8217;s Investment Adviser division offers two fee based curated portfolios: 1. Sustainable Compounders Strategy: A portfolio of reasonably priced good quality equity shares and liquid ETF for sustainable returns Description:\u00a0The mandate of Sustainable Compounders is to generate sustainable returns by buying GOOD businesses at REASONABLE PRICES. By good businesses we mean sustainable businesses [&hellip;]<\/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-702","page","type-page","status-publish","hentry"],"jetpack_sharing_enabled":true,"_links":{"self":[{"href":"https:\/\/cedcapital.in\/index.php?rest_route=\/wp\/v2\/pages\/702","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=702"}],"version-history":[{"count":27,"href":"https:\/\/cedcapital.in\/index.php?rest_route=\/wp\/v2\/pages\/702\/revisions"}],"predecessor-version":[{"id":1451,"href":"https:\/\/cedcapital.in\/index.php?rest_route=\/wp\/v2\/pages\/702\/revisions\/1451"}],"wp:attachment":[{"href":"https:\/\/cedcapital.in\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=702"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}