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Compositedge PMS (Portfolio Management Services) is a premier investment solution designed to cater to the diverse financial goals of investors.

Known for its expertise in equity investments, this PMS house offers a range of strategies tailored to maximize returns through research-driven portfolio management.

The Compositedge Portfolio Management services prioritize client-centric solutions, leveraging deep market insights, robust risk management, and innovative strategies to deliver consistent results.

Compositedge PMS - Snapshot

Total AUM

Rs.393.90 Cr.

1 Year Return

40.99%

Minimum Investment

Rs.50 Lakh

Experience

5 Years

Active Clients

126

Compositedge Portfolio Management Review & Ratings by Franchisebyte

Portfolio Performance

3.64 / 5

Fees

3.57 / 5

Experience

3.75 / 5

Support

3.74 / 5

Facilities

3.61 / 5

Overall Rating

3.66 / 5

Star Rating


Overview of Compositedge Portfolio Management Services

Organization Type

Private

Head Office

Bangalore, Karnataka

Founder

Satish Dutt

Founded In (year)

1995

No. of Active Clients

126

Minimum Investment

Rs.50 Lakh

Investment Strategies

2

Compositedge PMS Returns or Performance

1 Year

40.99%

Nifty 50 - 1 Year

17.34%

3 Year

19.97%

Nifty 50 - 3 Year

13.57%

5 Year

25.55%

Nifty 50 - 5 Year

20.77%

Compositedge PMS Charges or Cost

Fixed Fees

1% of Fund value

Variable AMC

No Variable AMC

Variable Profit Sharing

20% (if above 10% profit)

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Compositedge PMS Investment Strategies

Strategy Name Emerging Star Fund GARP Fund
Start Date 06-May-19 22-Apr-19
Category Small & Mid Cap Multi Cap
Benchmark S&P BSE 500 S&P BSE 500
AUM (Rs.) Not Disclosed Not Disclosed
No. of Stocks 51 63
1 Yr. Return 43.51% 38.46%
3 Yr. Return 22.31% 17.62%
5 Yr. Return 26.24% 24.85%
Fund Manager Mr. Vinod Jayaram Mr. Vinod Jayaram

Top Portfolio Managers of Compositedge Portfolio Management Services

#1

Mr. Vinod Jayaram

Compositedge Portfolio Manager - Customer Support

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 5 Working days

Compositedge Portfolio Management - Investment Facilities

Custom Strategy

Not Provided

Strategy Switch

Not Provided

Switch Charges

0.85% of Fund Value

NRI Investment

Provided

Discretionary

Provided

Non-Discretionary

Not Provided

Early Exit

Provided

Early Exit Charges

Free

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Compositedge PMS - SEBI Details

SEBI Reg. No.

INP000006396

Contact Person

PRAKASH NAIK BADAGABETTU

Telephone No.

080 2224 4912

Address

NO 30/1 3RD FLOOR, S J TOWERS MISSION ROAD, BANGALORE, KARNATAKA, 560027

Starting Date

Feb 23, 2019

Compositedge Portfolio Management Services - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Compositedge Portfolio Management - Documents Required

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Compositedge PMS Backoffice or Dashboard Link

Web Platform

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