← Care Portfolio Managers Private LimitedInvestment Approach

Care PMS Large And Midcap - ND

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

EquityNon-Discretionary₹1 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 Large And Midcap - NDBSE 500 TRI₹1 Cr → ₹2.74 Cr

6M+3.4%

1Y+3.7%

2Y-1.1%

3Y+16.4%

4Y+16.6%

5Y+13.6%

1M-0.0%BM -0.1%α 0.0

3M+2.1%BM +3.9%α -1.7

6M+3.4%BM +1.4%α +1.9

1Y+3.7%BM +4.7%α -1.0

3Y · CAGR

Approach

The objective

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.

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

Inception2020 · 6 yrs

IA registered15-07-2020

AUM as of—

APMI IA ID1700

Fixed feeManagement Fee - 1% to 2%

Variable feeHurdle - 0 Profit Sharing 5% to 10%

Exit loadNIL

Portfolio turnover28% (1Y) · 5% (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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