Care Portfolio Managers- Large & Mid cap strategy


Key Portfolio Attributes

Inception Date: 18th June, 2020

Fund Manager Name: Jayant Mamania, Arpit Shah & Amit Doshi

Fund Manager Experience: Jayant Mamania: Total experience 20 years; Arpit Shah: Total experience 12 years; Amit Doshi: Total experience 15 years

Fund Manager Qualification: Arpit Shah: Chartered Accountant; Amit Doshi: Chartered Accountant

Investment Objective

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

Portfolio Strategy

The portfolio follows a “Bottom-up, Stock specific approach.” After applying Care PMS proprietary quant screeners, the fund manager identifies companies which are growing in their business and trading at reasonable valuation. There is extensive fundamental research done and a detailed analysis is done of shortlisted stocks regarding its strategies, management execution capabilities, etc. The decision to add or replace a company is taken only after consensus among all 3 fund managers. The portfolio will be of 20 companies from 8-10 sectors from Top 250 companies by market cap. Also, 50% allocation is there towards NIFTY50 companies.
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Performance Table #


Trailing Returns (%) 1m return 3m return 6m return 1y return 2y return 3y return 5y return 10y return Since inception return

Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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From the Founders & Managers of PMS

What to expect from Care Large & Midcap Strategy PMS?

Care PMS Large & Midcap Strategy is based on fundamental analysis from investment basket of top 250 companies by marketcap. The strategy aimed towards building a portfolio of 18-20 companies with large businesses are growing consistently and run by professionals and highly owned by institutional investors. The strategy is aimed to deliver returns above benchmark i.e. BSE SENSEX with lower volatility.

Who should invest in Care Large & Midcap Strategy PMS?

An investor with a shorter investment horizon (3-5 years) and prefers lesser volatile portfolio can look at this strategy. Investors who are doing goal based investments for their short term goals like Luxury car, First Home, foreign trips, etc. can allocate funds to this strategy which can deliver better returns then fixed income instruments.

Which is the best company through which an investor can invest in Care Portfolio Managers- Large & Mid cap strategy?

We recommend PMS AIF WORLD, because, it is one unique platform that offers real knowledge driven investing with their highly meaningful data, reports, and content that is written very well. PMS AIF World is a team of highly articulate, educated, and experienced people.

Disclaimer

#Returns as of 29 Feb 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.


Related Investment(s)

Do Not Simply Invest, Make Informed Decisions

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