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.
Care PMS Large & Midcap Strategy
1 month
3 months
6 months
1 year
3 years
Since Inception
values in percentage %
as on June 30th, 2024
Know Your Investment Approach
Large & Midcap
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 % |