Care Portfolio Managers Pvt Ltd
AUM (Cr.)
959.16
No. of Clients
758
No. of Investment Approach
2
As On
31 May 2025
Established in 2007, Care PMS was founded with the goal of sharing our expertise in equity investments to foster wealth creation. We obtained SEBI registration as a Portfolio Manager in 2011 and have since remained committed to our singular focus on this line of business.Care PMS, led by a team of chartered accountants, shares a unified vision of becoming a trusted portfolio manager dedicated to wealth creation for clients, both Resident and Non-Resident investors. With over two decades of experience in the capital market, our investment team is committed to identifying and capitalizing on opportune moments for long-term wealth growth. Care PMS is unwavering in its belief in India’s growth potential and therefore exclusively invests in listed Indian equities, tailored to the risk appetite of our clients.
| PMS Investment Approach(s) | Returns | |||||
|---|---|---|---|---|---|---|
| Investment Approach | Category | 1 Yr | 2 Yr | 3 Yr | 5 Yr | Inception Date |
Growth Plus Value |
SMALL & MID CAP | 9.49% | 30.50% | 19.69% | 38.16% | Jul 2011 |
Large and Midcap Strategy |
LARGE & MID CAP | 5.13% | 36.66% | 28.02% | NA | Jul 2020 |
* Returns are as on 31st May 2025, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1
Portfolio Manager Profile
Mr. Amit Doshi
Fund Manager, PMS
Mr. Arpit Shah
Fund Manager, PMS
Mr. Jayant Mamania
Fund Manager, PMS
AMC Registered Address
201, Silver Heights, TPS III, 51st Road, Borivali (West), Mumbai 400092, India
SEBI Reg No : INP000004128
AMC Investor Login Link
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AMC Website Link
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Disclaimer & Risk Factors:
We have taken and continue to take utmost care and caution in compilation of current and historical data (such as performance of Portfolio Managers, investment approaches followed and/or AUM of Portfolio Managers etc.,). We also take due care in analysis (such as making comparisons etc.,) of the data. The information and data provided by PMS bazaar on its website (including any of its publications/e-mails/newsletters) have been obtained and culled out of whatever is available on public domain/provided by the Portfolio Managers either on their own or at the request of PMS Bazaar and we do not in any way guarantee the accuracy [(in general and as well as with respect to regulatory compliance(s)], reliability, completeness, current-ness and/or timeliness of any content, information, data, analysis, software, text, graphics, links or communications provided on or through the use of the Website and we assume no liability and cannot be held responsible for any errors or omissions in such information, data (including regulatory non-compliances, if any) and/or analysis of such information and data nor for the results obtained by any user of the website (including any publications/e-mails/newsletters of PMS Bazaar) from the use of such content, information, data, analysis, software, text, graphics, links or communications provided on the Website or for any monetary or other damage suffered by you on account of such usage.
All information present on the Website of PMS bazaar (including any publications/e-mails/newsletters of PMS Bazaar) is to help investors in their decision-making process and shall not be considered as a recommendation or solicitation of an investment or investment strategy/approach/funds. The names of the portfolios/ strategies/approach/funds do not, in any manner, indicate their prospects or returns. There is no assurance or guarantee that the objective of portfolios/ strategies/approach/funds will be achieved. Past performance is not necessarily a guide to future performance and no way guarantee the future performance. Investment in securities markets is subject to market risks, Investors are responsible for their investment decisions and are responsible to validate all the information used to make the investment decision.All the information provided herein including Performance is not verified by SEBI nor has SEBI certified the accuracy or adequacy of the same.