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Total assets under management, month by month — the sum across this house's strategies.
| Strategy | Category | AUM (₹ Cr) | 12M | 36M | vs BM | |
|---|---|---|---|---|---|---|
| Care PMS Growth Plus Value This approach follows investing in 15-20 companies which are mix of growth, value, turn around, etc. across market capitalization. The focus is on companies which are trading at low or reasonable valuations. | Equity | 984 | +10.1 | +13.8 | +5.3 | View details → |
| Care PMS Large & Midcap The investment approach focuses on investing in Top 250 companies based on market cap. Companies are identified based on fundamental research. The entry and exit points for each security will be pre-defined. | Equity | 56 | +6.3 | +19.7 | +1.6 | View details → |
| Care PMS Growth Plus Value - ND This Approach follows investing in 15-20 companies which are mix of Growth, Value , Turnaround etc. across market capitalisation. The focus is on companies which are trading at low or reasonable. | Equity | 32 | +7.4 | +10.8 | +2.7 | View details → |
| Care PMS Bespoke Approach Under this approach, the portfolio would be primarily invested in listed equities
to meet the investment objective. A portion of the AUM may be held in cash from
time to time to take advantage of any specific market mispricing, corporate
actions or special situations that may arise in any company. | Equity | 18 | 0.0 | 0.0 | 0.0 | View details → |
| Care PMS Large And Midcap - ND The investment approach focus is on investing in top 250 companies based on market cap. Companies are identified based on fundamental reseach. The entry and exit point for each security will be pre defined. | Equity | 1 | +3.7 | +16.4 | -1.0 | View details → |