← Care Portfolio Managers Private LimitedInvestment Approach

Care PMS Growth Plus Value - ND

Managed by Jayant Mamania at Care Portfolio Managers Private Limited — 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.

EquityNon-Discretionary₹32 Cr AUMSEBI · INP000004128

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Performance · vs Benchmark

Trailing returns

Investment approach vs BSE 500 TRI. Figures >1 year are annualised. Official figures, updated monthly.

Care PMS Growth Plus Value - NDBSE 500 TRI₹1 Cr → ₹14.07 Cr

6M+11.0%

1Y+7.4%

2Y-1.8%

3Y+10.8%

4Y+12.9%

5Y+11.0%

7Y+22.7%

10Y+12.5%

1M+1.0%BM -0.1%α +1.1

3M+4.8%BM +3.9%α +0.9

Approach

The objective

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.

Fund manager

Jayant Mamania30.00' experience

Emailcustodian@carepms.com
Phone9022997600

Terms & Turnover

The fine print

BenchmarkBSE 500 TRI

Service typeNon-Discretionary

Min investment₹50,00,000

Inception2012 · 14 yrs

IA registered11-07-2012

AUM as of—

APMI IA ID1699

Fixed feeManagement Fee 1% to 2.50%

Variable feeHurdle - 0 Profit Sharing - 10% to 15%

Exit loadNIL

Portfolio turnover49% (1Y) · 6% (1M)

Every figure above is official, updated monthly.

Disclaimer: Some data fields may appear blank because the respective Portfolio Manager has not updated or submitted the information to the APMI database. The information presented is based on the latest data available through the APMI API and is subject to updates by the respective Portfolio Managers.

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