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.
|Year of Inception||2011|
|Number of Stocks||20|
|Investment Horizon||Medium to Long Term|
|Fund Managers||Jayant Mamania, Arpit Shah & Amit Doshi|
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.
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 a 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
Amit Doshi:Investment Director
|Product - AMC||Category||AUM (in Cr.)||Performance||1M||3M||6M||1Y||2Y||3Y||5Y||10Y||SI|
Care PMS Growth Plus Value StrategyAMC Name: Care Portfolio Managers Pvt Ltd Inc Date: Jul 11, 2011
|BSE 500 TRI||-2.90||-1.40||10.90||9.60||6.70||22.00||15.40||14.70||12.60|
Care PMS Large & Midcap StrategyAMC Name: Care Portfolio Managers Pvt Ltd Inc Date: Jul 3, 2020
|BSE 500 TRI||-2.86||-1.42||10.89||9.63||6.74||22.01||NA||NA||23.42|
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.