IA Insight Report
IA Insight REPORT

Care PMS Growth Plus Value

Investment Approach Details

₹755.65

(AUM CR)
   

Care Portfolio Managers Private Limited

S&P BSE 500 TRI

Equity

Equity

19/07/2011

13.10 Years

5000000

Management Fee 1% to 1.25%

Hurdle: 0 Profit Sharing: 10% to 15%

1st Year: 1%

   

This approach follows investing in 15-20 companies which are mix of growth, value, turn around, etc. across market capitalization. The focus is on companies which are trading at low or reasonable valuations.

Fund Manager Details

Jayant Mamania

No Image

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custodian@carepms.com

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Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/05/2024

0.06

0.78