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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 8*
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Portfolio age5 years, 12 months
2.36%
-0.17%
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

bt_logoTRAILING PERFORMANCE

(As on 31/05/2026)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (8%)
Allocation by Market Cap
Small Cap (0%)
Mid Cap (39%)
Large Cap (53%)
Sector Holdings
  • Metal & Mining22.93%
  • Pharma & Healthcare19.7%
  • Cement10.78%
  • Infrastructure9.81%
  • Fertilizers7.17%
Stock Holdings
  • Zydus Lifesciences Limited14.42%
  • Hindalco Industries Ltd11.25%
  • UltraTech Cement Ltd10.78%
  • Larsen and Toubro Ltd9.81%
  • Coromandel International Ltd8.31%

bt_logoPORTFOLIO MANAGERS

Jayant Mamania
  • Manager Rank2 Out of 11
    i
    Rank is based on 3-year return
  • Schemes Managed2
  • Total AUM996.52
  • Highest Return In 1 Yr7.43%
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 - Growth Plus Value
AUM (₹ Cr)
₹943.17 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
25 Out of 59
Fixed Fee
2.50%
Scheme Return
2.64%
Benchmark Return
-0.17%
Care PMS - Large and Midcap Strategy
AUM (₹ Cr)
₹53.35 Cr
Hurdle Rate
No option
Benchmark
S&P BSE 500 TRI
Category
Mid AND Large Cap
Category Rank
5 Out of 22
Fixed Fee
2.00%
Scheme Return
2.36%
Benchmark Return
-0.17%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFUND SUMMARY

AUM (₹ Cr)
53.35
(As on May, 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

bt_logoFEE STRUCTURE

Fixed Fee
2.00%
Variable Fee
1.00%
Hurdle Rate
No option
Profit Sharing
5% Profit sharing on all profits
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bt_logoINVESTMENT 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.

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bt_logoPEER ANALYSIS

  • table
  • Grid
Compare
Care PMS - Large and Midcap Strategy
AUM (₹ Cr)
₹53.35 Cr
Hurdle Rate
No option
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 22
Fixed Fee
2.00%
Scheme Return
2.36%
Benchmark Return
-0.17%
GSC Smart Core Portfolio
AUM (₹ Cr)
₹78.70 Cr
Hurdle Rate
12.00% or NIFTY 50 TRI
Benchmark
Nifty 50 TRI
Category Rank
1 Out of 22
Fixed Fee
No Option
Scheme Return
6.69%
Benchmark Return
-1.72%
Samvitti - PMS Long Term Growth
AUM (₹ Cr)
₹234.77 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 22
Fixed Fee
2.50%
Scheme Return
5.33%
Benchmark Return
-0.17%
Large and Midcap Portfolio
AUM (₹ Cr)
₹212.00 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 22
Fixed Fee
1.75%
Scheme Return
2.87%
Benchmark Return
-0.17%
Bluechip
AUM (₹ Cr)
₹78.69 Cr
Hurdle Rate
No Option
Benchmark
Nifty 50 TRI
Category Rank
4 Out of 22
Fixed Fee
2.50%
Scheme Return
2.69%
Benchmark Return
-1.72%
Torus Oro - All Weather Portfolio
AUM (₹ Cr)
₹14.33 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 22
Fixed Fee
2.50%
Scheme Return
1.88%
Benchmark Return
-0.17%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Care Portfolio Managers Pvt Ltd
Care Portfolio Managers Pvt Ltd manages assets worth Rs 1038.02 crores. Its current offering of PMS schemes includes 1 Small And Mid Cap and 1 Mid And Large Cap schemes.

AUM (₹ cr)

1,038.02 (As on May, 2026)

Number of Schemes

2
Schemes From This AMC
  • table
  • Grid
Compare
Care PMS - Growth Plus Value
AUM (₹ Cr)
₹943.17 Cr
Hurdle Rate
No Option
Benchmark
S&P BSE 500 TRI
Category
Small AND Mid Cap
Category Rank
25 Out of 59
Fixed Fee
2.50%
Scheme Return
2.64%
Benchmark Return
-0.17%
Care PMS - Large and Midcap Strategy
AUM (₹ Cr)
₹53.35 Cr
Hurdle Rate
No option
Benchmark
S&P BSE 500 TRI
Category
Mid AND Large Cap
Category Rank
5 Out of 22
Fixed Fee
2.00%
Scheme Return
2.36%
Benchmark Return
-0.17%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQs

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%

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