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Care PMS - Large and Midcap Strategy

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Care PMS - Large and Midcap Strategy

Care PMS - Large and Midcap Strategy

  • Care Portfolio Managers Pvt Ltd
  • LARGE AND MID CAP
  • 2
    Out of 8*
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Portfolio age 4 years, 8 months
-1.88%
-3.43%
Hurdle Rate** 0.00%
Fixed fee 2.00%
Min. Investment ₹50 Lac
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/01/2025)
Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar Year Financial Year

DETAILED PORTFOLIO

EQUITY (99%)
CASH AND EQUIVALENT (1%)
Allocation by Market Cap
Large Cap (71%)
Mid Cap (28%)
Sector Holdings
  • Pharma & Healthcare 16.14%
  • Oil & Gas 13.81%
  • Fertilizers & Pesticides 11.89%
  • Metal & Minerals 10.85%
  • Cement 10.72%
Stock Holdings
  • Coromandel International Ltd 11.89%
  • Hindalco Industries Ltd 10.85%
  • UltraTech Cement Ltd 10.72%
  • Zydus Lifesciences Limited 8.89%
  • Cipla Ltd 7.25%

PORTFOLIO MANAGERS

Jayant Mamania
  • Manager Rank 2 Out of 8
    i
    Rank is based on 3-year return
  • Schemes Managed 2
  • Total AUM ₹854.2 Cr
  • Highest Return In 1 Yr 18.23%
Profile

He is 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.

Other Schemes
1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Care PMS - Large and Midcap Strategy
AUM (₹ Cr)
41
Hurdle Rate
No option
Benchmark
S&P BSE 500 TRI
Category
LARGE AND MID CAP
Category Rank
2 Out of 17
Fixed Fee
2.00%
Scheme Return
-1.88%
Benchmark Return
-3.43%
Care PMS - Growth Plus Value
AUM (₹ Cr)
813.20
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
SMALL AND MID CAP
Category Rank
12 Out of 44
Fixed Fee
2.50%
Scheme Return
-6.33%
Benchmark Return
-3.43%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Fund Size (Cr)
Care PMS - Large and Midcap Strategy
1Out of 2
-1.88%
-3.43%
S&P BSE 500 TRI
LARGE AND MID CAP
₹41 Cr.
Care PMS - Growth Plus Value
1Out of 2
-6.33%
-3.43%
S&P BSE 500 TRI
SMALL AND MID CAP
₹813.20 Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised
Arpit Shah
  • Manager Rank 2 Out of 8
    i
    Rank is based on 3-year return
  • Schemes Managed 2
  • Total AUM ₹854.2 Cr
  • Highest Return In 1 Yr 18.23%
Profile

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.

Other Schemes
1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Care PMS - Large and Midcap Strategy
AUM (₹ Cr)
41
Hurdle Rate
No option
Benchmark
S&P BSE 500 TRI
Category
LARGE AND MID CAP
Category Rank
2 Out of 17
Fixed Fee
2.00%
Scheme Return
-1.88%
Benchmark Return
-3.43%
Care PMS - Growth Plus Value
AUM (₹ Cr)
813.20
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
SMALL AND MID CAP
Category Rank
12 Out of 44
Fixed Fee
2.50%
Scheme Return
-6.33%
Benchmark Return
-3.43%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Fund Size (Cr)
Care PMS - Large and Midcap Strategy
1Out of 2
-1.88%
-3.43%
S&P BSE 500 TRI
LARGE AND MID CAP
₹41 Cr.
Care PMS - Growth Plus Value
1Out of 2
-6.33%
-3.43%
S&P BSE 500 TRI
SMALL AND MID CAP
₹813.20 Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised
Amit Doshi
  • Manager Rank 2 Out of 8
    i
    Rank is based on 3-year return
  • Schemes Managed 2
  • Total AUM ₹854.2 Cr
  • Highest Return In 1 Yr 18.23%
Profile

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.

Other Schemes
1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Care PMS - Large and Midcap Strategy
AUM (₹ Cr)
41
Hurdle Rate
No option
Benchmark
S&P BSE 500 TRI
Category
LARGE AND MID CAP
Category Rank
2 Out of 17
Fixed Fee
2.00%
Scheme Return
-1.88%
Benchmark Return
-3.43%
Care PMS - Growth Plus Value
AUM (₹ Cr)
813.20
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
SMALL AND MID CAP
Category Rank
12 Out of 44
Fixed Fee
2.50%
Scheme Return
-6.33%
Benchmark Return
-3.43%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Fund Size (Cr)
Care PMS - Large and Midcap Strategy
1Out of 2
-1.88%
-3.43%
S&P BSE 500 TRI
LARGE AND MID CAP
₹41 Cr.
Care PMS - Growth Plus Value
1Out of 2
-6.33%
-3.43%
S&P BSE 500 TRI
SMALL AND MID CAP
₹813.20 Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FUND SUMMARY

AUM (₹ Cr)
41 (As on Jan, 2025)
Inception Date
Jul 3, 2020
Min. Investment
₹50 Lac
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

Fee Structure

Fixed Fee
2.00%
Variable Fee
1.00%
Hurdle Rate
No option
Profit Sharing
5% Profit sharing on all profits
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Investment Philosophy

Objective

To invest in fundametally strong companies for creating wealth over a longer period.

Investment Approach

To identify companies which are growing in their business and trading at reasonable valuation. Portfolio will be of 20 companies from 8-10 sectors from Top 250 companies by market cap. Also, 50% allocation to NIFTY50 companies.

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PEER ANALYSIS

1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Compare
Care PMS - Large and Midcap Strategy
AUM (₹ Cr)
41
Hurdle Rate
No option
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 17
Fixed Fee
2.00%
Scheme Return
-1.88%
Benchmark Return
-3.43%
Maxiom PMS - JEWEL
AUM (₹ Cr)
54.81
Hurdle Rate
6% or 10%
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 17
Fixed Fee
2.50%
Scheme Return
-1.86%
Benchmark Return
-0.45%
Ayan Analytics - Price Bridge Upswing
AUM (₹ Cr)
197.03
Hurdle Rate
14%
Benchmark
Nifty 50 TRI
Category Rank
3 Out of 17
Fixed Fee
1.35%
Scheme Return
-2.50%
Benchmark Return
-0.45%
Sykes and Ray Equities - SRE Shield
AUM (₹ Cr)
37.43
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 17
Fixed Fee
1.50%
Scheme Return
-2.79%
Benchmark Return
-0.45%
Ayan Analytics - PriceBridge Direct MF
AUM (₹ Cr)
UNDISC.
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
5 Out of 17
Fixed Fee
0.35%
Scheme Return
-3.34%
Benchmark Return
-0.45%
Green Lantern - Alpha Fund
AUM (₹ Cr)
48.73
Hurdle Rate
10%
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 17
Fixed Fee
No Option
Scheme Return
-3.52%
Benchmark Return
-3.43%
Strategy Name Category Rank Scheme Return Benchmark Return Benchmark Category Name Hurdle Rate Fund Size (Cr)
Care PMS - Large and Midcap Strategy
1Out of 17
-1.88%
-3.43%
S&P BSE 500 TRI
LARGE AND MID CAP
No option
₹41 Cr.
Maxiom PMS - JEWEL
1Out of 17
-1.86%
-0.45%
Nifty 50 TRI
LARGE AND MID CAP
6% or 10%
₹54.81 Cr.
Ayan Analytics - Price Bridge Upswing
1Out of 17
-2.50%
-0.45%
Nifty 50 TRI
LARGE AND MID CAP
14%
₹197.03 Cr.
Sykes and Ray Equities - SRE Shield
1Out of 17
-2.79%
-0.45%
Nifty 50 TRI
LARGE AND MID CAP
8.00%
₹37.43 Cr.
Ayan Analytics - PriceBridge Direct MF
1Out of 17
-3.34%
-0.45%
Nifty 50 TRI
LARGE AND MID CAP
No Option
₹UNDISC. Cr.
Green Lantern - Alpha Fund
1Out of 17
-3.52%
-3.43%
S&P BSE 500 TRI
LARGE AND MID CAP
10%
₹48.73 Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

About the AMC

Care Portfolio Managers Pvt Ltd
Care Portfolio Managers Pvt Ltd manages assets worth Rs 891.77 crores. Its current offering of PMS schemes includes 1 Large And Mid Cap and 1 Small And Mid Cap schemes.

AUM (₹ cr)

891.77 (As on Jan, 2025)

Number of Schemes

2
Schemes From This AMC
1M 3M 6M 1Y 3Y 5Y
  • table
  • Grid
Care PMS - Large and Midcap Strategy
AUM (₹ Cr)
₹41 Cr.
Hurdle Rate
No option
Benchmark
S&P BSE 500 TRI
Category
LARGE AND MID CAP
Category Rank
2 Out of 17
Fixed Fee
2.00%
Strategy Return
-1.88%
Benchmark Return
-3.43%
Care PMS - Growth Plus Value
AUM (₹ Cr)
₹813.20 Cr.
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
SMALL AND MID CAP
Category Rank
12 Out of 44
Fixed Fee
2.50%
Strategy Return
-6.33%
Benchmark Return
-3.43%
Strategy Name Category Rank Strategy Return Benchmark Return Benchmark Hurdle Rate Category Name Fund Size (Cr)
Care PMS - Large and Midcap Strategy
1Out of 2
-1.88%
-3.43%
S&P BSE 500 TRI
No option
LARGE AND MID CAP
₹41 Cr.
Care PMS - Growth Plus Value
1Out of 2
-6.33%
-3.43%
S&P BSE 500 TRI
No Option
SMALL AND MID CAP
₹813.20 Cr.
*Returns less than and equal to 1 year are absolute and returns above one year are annualised

FAQ’S

What is the hurdle rate of Care PMS - Large and Midcap Strategy?
The hurdle rate of Care PMS - Large and Midcap Strategy is No option.
What is the fixed fee charged in Care PMS - Large and Midcap Strategy ?
The fixed fee charged in Care PMS - Large and Midcap Strategy is 2.00%.
What is the variable fee charged in Care PMS - Large and Midcap Strategy ?
The variable fee charged in Care PMS - Large and Midcap Strategy is 1.00% .
What is the profit sharing in Care PMS - Large and Midcap Strategy ?
The profit sharing in Care PMS - Large and Midcap Strategy is 5% Profit sharing on all profits.
What is the minimum investment in Care PMS - Large and Midcap Strategy ?
The minimum investment in Care PMS - Large and Midcap Strategy is ₹50 Lac
What type of scheme is Care PMS - Large and Midcap Strategy?
Care PMS - Large and Midcap Strategy is an Equity scheme. It falls in the LARGE AND MID CAP category.
What is the inception date of Care PMS - Large and Midcap Strategy?
The inception date of Care PMS - Large and Midcap Strategy is Jul 3, 2020 .
What is the exit load of Care PMS - Large and Midcap Strategy?
Exit load is 1.00% if redeemed in 0-1 year, 0% thereafter.

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