Care PMS - Growth Plus Value Strategy

EQUITY MID & SMALL CAP

Identifies double-digit growth companies at reasonable valuations, along with special situations like restructuring or CAPEX.

+20.21%

3Y annualised returns

+13.46%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

19 Jul '11

Total AUM

₹900.90Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity98.0%

Cash2.0%

Equity market cap split

Small Cap59.6%

Large Cap26.4%

Mid Cap9.5%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

0.00%

PMS management

JM
Jayant Mamania
Head of Investment Team
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About

He is a key personnel of the investment team. His stock picking ability makes Care PMS a distinct portfolio manager. He heads the investment team and has over 20 years of experience

Experience

Over 20 years of experience in the investment field.

Investment philosophy

Specializes in stock picking and portfolio management.

AS
Arpit Shah
Founder Director
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About

He is founder director of the company and a CA by qualification. He has over 12 years of secondary capital market experience. His role includes research and portfolio management.

Experience

Over 12 years of experience in the secondary capital market.

Investment philosophy

Specializes in research, portfolio management, and secondary capital markets.

Awards

Founder of the company and a qualified Chartered Accountant (CA).

AD
Amit Doshi
Portfolio Manager
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About

He is CA by qualification, after working with Big 4 (PwC), joined the core team in 2010 to take the company to its well-deserved position. His role includes research and portfolio management

Experience

Joined the core team in 2010, bringing over a decade of experience.

Investment philosophy

Qualified Chartered Accountant specializing in research and portfolio management.

Previously worked at

PMS house

Care Portfolio Managers Pvt Ltd