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
Portfolio-5.4%-6.8%-5.6%2.8%----18.3%
NSE Large&Midcap 250-2.6%-1.2%-2.6%7.0%----25.5%



Portfolio Holdings


Holding %
Tata Steel Ltd 10.28
Cipla Ltd 8.14
Hindalco Industries Ltd 6.73
Housing Development Finance Corporation Ltd 6.61
Infosys Ltd 6.07
Top 5 Equity Holdings 37.83

Sector Allocation


Holding %

Market Cap Allocation


Allocations %
Large Cap 73.0
Mid Cap 23.0
Small Cap 0.0
Cash 4.0


Do Not Simply Invest, Make Informed Decisions

WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

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Disclaimer

#Returns as of 31 May 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.




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Do Not Simply Invest, Make Informed Decisions