Care PMS Growth Plus Value

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About Company

Care PMS Growth Plus Value Strategy : The strategy was launched in July 2011 with a focus on investing in companies across market cap. The higher weightage is given to lower valuation multiple. Strategy will have higher allocation towards small cap companies which are growing their business at higher rates. An individual portfolio is constructed based on investment time and risk profile of the client.

Fund Snapshot

Year of Inception 2011
Number of Stocks 20
Investment Horizon Medium to Long Term
Fund Managers Jayant Mamania, Arpit Shah & Amit Doshi

Investment Philosophy

The bottom-up, Stock specific approach involves shortlisting companies on an ongoing basis during quarterly earnings season or on a fundamental trigger after applying Care PMS’ proprietary quant screeners for detailed analysis.

Shortlisted stocks and their peer groups subjected to extensive fundamental research undertaken to spot trends or turnaround in that segment or industry.

Meet industry participants across the value chain and take account of recent developments in that segment or industry to confirm inferences. 

Unique Feature

Invest in a multi-cap portfolio of companies with high growth potential, proven track record and strong fundamentals.

Care Portfolio Managers Pvt Ltd or ‘Care PMS’ is a SEBI – registered portfolio manager since 2011. At Care PMS client portfolios are managed by an investment team of Chartered Accountants. Care PMS endeavours long-term wealth creation for its clients by investing in public listed companies in India.Care PMS provides its service to HNIs, NRIs and Corporate

About Fund Managers

Jayant Mamania: Investment Director

He is an important member of the investing team. Care PMS stands

 out as portfolio manager because of his ability to identify stocks.

 He is the investment team’s leader and has over 20 years of stock investing

 expertise. By profession, he is a CA.

Arpit Shah:Investment Director
He is founder director of the company and a CA by qualification.
He has over 15 years of secondary capital market experience.
His roleincludes research and portfolio management.
Amit Doshi:Investment Director
He is CA by training, and after working for Big (PwC), he
 joined the core team in 2011 to help the firm achieve its well
deserved position.
His responsibilities include research and
 portfolio management.

Book a call with our experts

For any queries, contact us on Mobile: +91 95616 10108, Landline: 020-48627339,Toll Free: 1800 210 1995, Email: [email protected]     Whatsapp-logo

Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.