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 |
|---|---|---|---|---|---|---|---|---|---|
| Care PMS Large and Midcap | 0.00% | -7.00% | 3.00% | 37.00% | 35.00% | 25.00% | - | - | 27.00% |
| BSE 500 TRI | 0.00% | -4.00% | 8.00% | 27.00% | 20.00% | 17.00% | - | - | 26.00% |
Portfolio Holdings
| Holding | % |
|---|---|
| Hindalco Industries Ltd | 12.00 |
| Coromandel International Ltd | 11.00 |
| Ultratech Cement Ltd | 10.00 |
| Zydus Lifesciences Limited | 9.00 |
| Hindustan Aeronautics Limited | 7.00 |
Sector Allocation
| Holding | % |
|---|---|
| Pharma & Healthcare | 16.00 |
| OIL & GAS | 14.00 |
| Metal & Minerals | 12.00 |
| Fertilizers & Pesticides | 11.00 |
| CEMENT | 10.00 |
Market Cap Allocation
| Allocations | % |
|---|---|
| Large Cap | 72 |
| Mid Cap | 26 |
| Small Cap | 0 |
| Cash | 2 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
Book
a call with our PMS AIF Specialists
From the Founders & Managers of Care PMS PMS
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 30 Nov 2024. Returns up to 1 Year are absolute, above 1 Year are CAGR.
