Care PMS Large & Midcap Strategy

Launched in June 2020, the Investment Approach targets 15-18 companies from the top 250 by market capitalization. It focuses on businesses with consistent growth and potential candidates in sector to be benefitted by industry tailwinds. Operated through a model portfolio framework, the approach selects companies expected to capitalize on macroeconomic developments, governmental policies, and favorable industry dynamics. The portfolio composition of 18-20 companies; with weights tilted towards such sectors and companies and thus aims to outperform benchmark indices. By combining a discerning approach to industry leadership with strategic insights into economic trends and policy impacts, the strategy aims to generate consistent returns. A client who is more comfortable with less volatility (moderate risk appetite) with moderate return expectation should consider investing in this investment approach.

1 month

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6 months

1 year

3 years

Since Inception

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Care PMS Large & Midcap

Investment Approach
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BSE 500 TRI

Benchmark

values in percentage %
as on June 30th, 2024

Know Your Investment Approach
Large & Midcap
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03 July 2020
Launch Date
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3-5 Years
Time Horizon
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Moderate
Volatility
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Model
Portfolio Construction
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Monthly
Reporting
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Yes
SIP Available
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Top 250 Companies by Marketcap
Investment Basket
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Jayant Mamania, Arpit Shah, Amit Doshi
Fund Managers
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BSE 500 TRI
Benchmark
Key Features of the Portfolio
  • Investing in only listed Indian Companies
  • No exposure to derivatives
  • Holding period >12-15 quarters
  • Blend of Growth and Value Investing
  • Maximum single security exposure 12 %
  • Maximum Single Sector exposure 20%
Fees
Fixed Hybrid
2 % 1 %
Nil 5 %