APMI

Care PMS Growth Plus Value

Investment Approach Details

₹892.58

(AUM CR)

PMS Provider Name

Care Portfolio Managers Private Limited

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

19/07/2011

Age

13.4 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

Management Fee 1% to 1.25%

Variable Fees Structure

Hurdle: 0 Profit Sharing: 10% to 15%

Exit Load

1st Year: 1%

Purpose

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
Work Exp. NA
Email ID custodian@carepms.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.03

1 Year Turnover

0.68