What is the hurdle rate of Care PMS - Growth Plus Value?

There is no option for Hurdle rate.

What is the fixed fee charged in Care PMS - Growth Plus Value ?

The fixed fee charged in Care PMS - Growth Plus Value is 2.50%.

What is the variable fee charged in Care PMS - Growth Plus Value ?

The variable fee charged in Care PMS - Growth Plus Value is 1.00%.

What is the profit sharing in Care PMS - Growth Plus Value ?

The profit sharing in Care PMS - Growth Plus Value is 10% Profit Sharing on all profits.

What is the minimum investment in Care PMS - Growth Plus Value ?

The minimum investment in Care PMS - Growth Plus Value is ₹50 Lacs

What type of scheme is Care PMS - Growth Plus Value?

Care PMS - Growth Plus Value is an Equity scheme. It falls in the Small AND Mid Cap category.

What is the inception date of Care PMS - Growth Plus Value?

The inception date of Care PMS - Growth Plus Value is Jul 19, 2011.

Care PMS - Growth Plus Value

Care Portfolio Managers Pvt Ltd
Small AND Mid Cap

11
Out of 27*
Compare
Share

Portfolio age14 years, 5 months

-3.07%

0.96%

Hurdle Rate**0.00%

Fixed fee2.50%

Min. Investment₹50 Lacs

*Ranking of the scheme in the peer group is based on its return for the longest period available

**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 30/11/2025)

Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

CASH AND EQUIVALENT (2%)

Allocation by Market Cap

Small Cap (63%)

Mid Cap (11%)

Large Cap (24%)

Sector Holdings

Mining15.02%
Paper & Packaging10.06%
Textiles9%
Agri-imports7.7%
Pharma & Healthcare7.5%

Stock Holdings

JK Paper Ltd10.05%
Hindalco Industries Ltd8%
Zydus Lifesciences Ltd7.66%
Arvind Ltd7%
Saregama India Ltd6.05%

PORTFOLIO MANAGERS

Arpit Shah

Manager Rank22 Out of 35
i
Rank is based on 3-year return
Schemes Managed2
Total AUM922.8000000000001
Highest Return In 1 Yr8.03%

Profile

As the founder director and a qualified Chartered accountant, he brings over 18 years of rich capital market experience. A first-generation entrepreneur, he focuses on in depth research and business development, playing a key role in driving the company's strategic growth and establishing a strong presence in the financial sector. He has contributed articles / views to leading newspapers, newsletters and made presentations on equity markets as speaker at various platforms.

Other Schemes

1m 3m 6m 1y 3y 5y

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Grid

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Care PMS - Large and Midcap Strategy

AUM (₹ Cr)

₹50.32 Cr

Hurdle Rate

No option

Benchmark

S&P BSE 500 TRI

FUND SUMMARY

AUM (₹ Cr)

872.48

(As on Nov, 2025)

Inception Date

Jul 19, 2011

Min. Investment

₹50 Lacs

SIP Option

Available

STP Option

Not Available

Exit Load

Exit load is 0%

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee

2.50%

Variable Fee

1.00%

Hurdle Rate

No Option

Profit Sharing

10% Profit Sharing on all profits

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INVESTMENT PHILOSOPHY

Objective

Invest in Indian listed companies via fundamental research backed ideas to compound capital over the long-term. The Strategy involves a greater allocation towards small-cap companies exhibiting substantial business growth rates available at reasonable valuation

Investment Approach

Introduced in July 2011, the investment approach targets companies across market capitalizations, picking companies with attractive valuation multiples and with potential higher growth rate triggers. It prioritizes industry leaders and allocates more heavily to small-cap firms showing substantial growth potential as well as value buy and hence the name Growth Plus Value.