Compositedge PMS stands as a beacon of excellence in the financial landscape, offering discerning investors personalized and proficient investment solutions.

With a rich legacy of trust and expertise, Compositedge Portfolio Management provides a diverse range of services tailored to individual preferences and financial goals.

In this article, you will get a detailed review of its PMS performance, charges, strategies, support & more.

Total AUM Rs.302.88 Cr.
Avg. 1 Year Return -0.36%
Active Clients 143
No. of Strategies 2
Minimum Investment Rs.50 Lakh
Experience 7 Years

Compositedge PMS - Company Overview

Category

Portfolio Management

Organization Type

Private

Head Office

Bangalore, Karnataka

Founder

Satish Dutt

Founded In (year)

1995

Compositedge Portfolio Management Service Performance or Returns

1 Year Return

-0.36%

Nifty 50 - 1 Year Return

-4.04%

3 Year Return

14.15%

Nifty 50 - 3 Year Return

11.20%

5 Year Return

12.52%

Nifty 50 - 5 Year Return

11.60%

Compositedge PMS Commission, Charges or Fees

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%


Best Strategies by Compositedge Portfolio Management Services

Check out various strategies or Investment approaches provided by Compositedge Portfolio Managers.

Strategy Name Emerging Star Fund GARP Fund
Start Date 06-May-19 22-Apr-19
Category Small & Mid Cap Small & Mid Cap
Benchmark S&P BSE 500 TRI S&P BSE 500 TRI
AUM (Rs.) Rs.114.92 Cr. Rs.100.86 Cr.
No. of Stocks 94 35
1 Yr. Return 0.85% -1.57%
3 Yr. Return 16.59% 11.71%
5 Yr. Return 14.58% 10.46%
Fund Manager Mr. Vinod Jayaram NA

Top Fund Managers of Compositedge PMS

#1

Mr. Vinod Jayaram

#2

NA

#3

NA

#4

NA

#5

NA

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Investment Facilities provided by Compositedge Portfolio Manager

Custom Strategy

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

0.85% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Not Allowed

Early Exit

Allowed

Early Exit Charges

Free

Compositedge Portfolio Management 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 PMS Dashboard Link

Web Platform


Compositedge PMS Review or Ratings by Finec.in

Overall Rating

7.32 / 10

Portfolio Performance

7.28 / 10

Support

7.47 / 10

Facilities

7.21 / 10

Charges

7.14 / 10

Experience

7.50 / 10

Compositedge Portfolio Management Services - 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

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Compositedge PMS - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.50 Lakh

Documents required to Invest with Compositedge Portfolio Manager

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Compositedge PMS

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