Business Today
Subscribe
NRICareer & JobsUS NewsIn PicsWeatherPetrol PricesDiesel PricesPMS TodayBT Reels
BT Infra SummitLenovo FIFA World Cup 2026EY Business Today Hidden Gems 2026
Search
Advertisement
Business News
pms
Care PMS - Large and Midcap Strategy
Care PMS - Large and Midcap Strategy

Care PMS - Large and Midcap Strategy

  • Care Portfolio Managers Pvt Ltd
  • Mid AND Large Cap
  • 2
    Out of 10*
  • Compare
    Compare
  • Share
    • Whatsapp
    • Twitter
    • Facebook
    Share
Powered by
PMS Bazaar
Portfolio age6 years, 1 month
3.1%
1.73%
Hurdle Rate**No option
Fixed fee2.00%
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 31/07/2026)
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 (1.51%)
Allocation by Market Cap
Small Cap (7.18%)
Mid Cap (38.06%)
Large Cap (53.25%)
Sector Holdings
  • Pharma & Healthcare21.26%
  • Metal & Mining18.84%
  • Cement10.69%
  • Infrastructure9.99%
  • Fertilizers8.23%
Stock Holdings
  • Zydus Lifesciences Limited14.89%
  • UltraTech Cement Ltd10.69%
  • Larsen and Toubro Ltd9.99%
  • Hindalco Industries Ltd8.37%
  • Coromandel International Ltd8.23%

PORTFOLIO MANAGERS

Jayant Mamania
  • Manager Rank2 Out of 14
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUM1037.03
  • Highest Return In 1 Yr6.89%
Profile

As a key member of the investment team, his exceptional stock-picking skills set Care PMS apart as a distinguished portfolio manager. With over 30+ years of experience, he leads the investment team effectively.

Other Schemes
  • table
  • Grid
Compare
Care PMS - Large and Midcap Strategy
AUM (₹ Cr)
₹56.90 Cr
Hurdle Rate
No option
Benchmark
S&P BSE 500 TRI
Category
Mid AND Large Cap
Category Rank
3 Out of 23
Fixed Fee
2.00%
Scheme Return
3.1%
Benchmark Return
1.73%
Care PMS - Growth Plus Value
AUM (₹ Cr)
₹980.13 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
39 Out of 62
Fixed Fee
2.50%
Scheme Return
0.26%
Benchmark Return
1.73%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FUND SUMMARY

AUM (₹ Cr)
56.90
(As on Jul, 2026)
Inception Date
Jul 03, 2020
Min. Investment
₹50 Lacs
SIP Option
Not Available
STP Option
Not Available
Exit Load
Exit load is 0%
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee
2.00%
Variable Fee
1.00%
Hurdle Rate
No option
Profit Sharing
5% Profit sharing on all profits
SUBSCRIBE TO
BUSINESS TODAY MAGAZINE
Subscribe Now
Already a subscriber?Login

INVESTMENT PHILOSOPHY

Objective

Invest in 15-20 companies with sustainable business that endure across market cycles from the universe of top 250 companies by market capitalization.

Investment Approach

Launched in June 2020, the Investment Approach targets 15-18 companies from the top 250 by market capitalization. It focuses on businesses with consistent growth and potential candidates in sector to be benefitted by industry tailwinds. The portfolio composition of 18-20 companies;By combining a discerning approach to industry leadership with strategic insights into economic trends and policy impacts, the approach aims to generate consistent returns.

Calculators

Income Tax Calculator Lum-Sum Calculator Dividend Yield Calculator CAGR Calculator SIP Calculator FD Calculator Top-Up Calculator Latte Factor Calculator

BT Tv

How WhatsApp Changed Learning At Govt Schools!How WhatsApp Changed Learning At Govt Schools!
Ex-JPSC Chief Arrested As Mastermind Confesses ₹5.8Cr Fraud; Student Protests Defiant On Day 194:10Ex-JPSC Chief Arrested As Mastermind Confesses ₹5.8Cr Fraud; Student Protests Defiant On Day 19
Kiren Rijiju Questions Opposition: Why Is Congress Avoiding Parliament Debate On NEET Paper Leak?5:16Kiren Rijiju Questions Opposition: Why Is Congress Avoiding Parliament Debate On NEET Paper Leak?
PSU Lenders, Metal Stocks Rally In Flat Trade4:44PSU Lenders, Metal Stocks Rally In Flat Trade
N Chandrasekaran Resigns As Tata Sons Chairman: The Road Ahead For Tata Group2:52N Chandrasekaran Resigns As Tata Sons Chairman: The Road Ahead For Tata Group
Trump Towers Hyderabad Set For October Launch, Says Tribeca Developers Founder Kalpesh Mehta8:30Trump Towers Hyderabad Set For October Launch, Says Tribeca Developers Founder Kalpesh Mehta
Nifty Outlook: Feroze Azeez Sees Upside Towards 26,350 Amid Strong Domestic Flows, MF Inflows3:00Nifty Outlook: Feroze Azeez Sees Upside Towards 26,350 Amid Strong Domestic Flows, MF Inflows
Live: Coheron Wealth’s Aditya Agarwal Decodes Market Rally, What’s Next & Iran War Crisis15:01Coheron Wealth’s Aditya Agarwal Decodes Market Rally, What’s Next & Iran War Crisis
Market Commentary: Amit Goel On Market Outlook, Global Cues & The Next Big Trigger24:29Market Commentary: Amit Goel On Market Outlook, Global Cues & The Next Big Trigger
Will Private Hospital Bills Get Cheaper? Panel Suggests New Room Rent Benchmark3:21Will Private Hospital Bills Get Cheaper? Panel Suggests New Room Rent Benchmark
View more

PEER ANALYSIS

  • table
  • Grid
Compare
Care PMS - Large and Midcap Strategy
AUM (₹ Cr)
₹56.90 Cr
Hurdle Rate
No option
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 23
Fixed Fee
2.00%
Scheme Return
3.1%
Benchmark Return
1.73%
Concept Investwell - Dynamic
AUM (₹ Cr)
UNDISC.
Hurdle Rate
7.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 23
Fixed Fee
2.25%
Scheme Return
5.38%
Benchmark Return
1.73%
Sykes and Ray Equities - SRE Shield
AUM (₹ Cr)
₹32.80 Cr
Hurdle Rate
8.00%
Benchmark
Nifty 50 TRI
Category Rank
2 Out of 23
Fixed Fee
1.50%
Scheme Return
3.43%
Benchmark Return
1.67%
Maxiom PMS - JEWEL
AUM (₹ Cr)
₹66.32 Cr
Hurdle Rate
6.00% or 10.00%
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 23
Fixed Fee
2.50%
Scheme Return
3.07%
Benchmark Return
1.67%
Incred Active Momentum Strategy
AUM (₹ Cr)
₹15.20 Cr
Hurdle Rate
8.00% or 0%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 23
Fixed Fee
2.50%
Scheme Return
2.7%
Benchmark Return
1.7%
Growth Fund
AUM (₹ Cr)
₹27.97 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 23
Fixed Fee
2.50%
Scheme Return
2.52%
Benchmark Return
1.73%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

ABOUT AMC

Care Portfolio Managers Pvt Ltd
Care Portfolio Managers Pvt Ltd manages assets worth Rs 1078.70 crores. Its current offering of PMS schemes includes 1 Mid And Large Cap and 1 Small And Mid Cap schemes.

AUM (₹ cr)

1,078.70 (As on Jun, 2026)

Number of Schemes

2
Schemes From This AMC
  • table
  • Grid
Compare
Care PMS - Large and Midcap Strategy
AUM (₹ Cr)
₹56.90 Cr
Hurdle Rate
No option
Benchmark
S&P BSE 500 TRI
Category
Mid AND Large Cap
Category Rank
3 Out of 23
Fixed Fee
2.00%
Scheme Return
3.1%
Benchmark Return
1.73%
Care PMS - Growth Plus Value
AUM (₹ Cr)
₹980.13 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
39 Out of 62
Fixed Fee
2.50%
Scheme Return
0.26%
Benchmark Return
1.73%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

FAQs

What is the hurdle rate of Care PMS - Large and Midcap Strategy?
The hurdle rate of Care PMS - Large and Midcap Strategy is No option.
What is the fixed fee charged in Care PMS - Large and Midcap Strategy ?
The fixed fee charged in Care PMS - Large and Midcap Strategy is 2.00%.
What is the variable fee charged in Care PMS - Large and Midcap Strategy ?
The variable fee charged in Care PMS - Large and Midcap Strategy is 1.00%.
What is the profit sharing in Care PMS - Large and Midcap Strategy ?
The profit sharing in Care PMS - Large and Midcap Strategy is 5% Profit sharing on all profits.
What is the minimum investment in Care PMS - Large and Midcap Strategy ?
The minimum investment in Care PMS - Large and Midcap Strategy is ₹50 Lacs
What type of scheme is Care PMS - Large and Midcap Strategy?
Care PMS - Large and Midcap Strategy is an Equity scheme. It falls in the Mid AND Large Cap category.
What is the inception date of Care PMS - Large and Midcap Strategy?
The inception date of Care PMS - Large and Midcap Strategy is Jul 03, 2020.
What is the exit load of Care PMS - Large and Midcap Strategy?
Exit load is 0%

Top Stories