- Manager
- Care Portfolio Managers
- Service
- Discretionary
- Asset class
- Equity
Care PMS Growth Plus Value
+4.97%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Care Portfolio Managers’ Care PMS Growth Plus Value returned 4.97% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹948 crore across its clients.
Key numbers
- AUM
- ₹948 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.45×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −2.82% | −5.57% | +2.75% |
| 3 months | −1.33% | −3.59% | +2.26% |
| 6 months | +20.44% | +8.07% | +12.37% |
| 1 year | +4.97% | −2.33% | +7.30% |
| 2 years | −2.95% | −3.93% | +0.98% |
| 3 years | +11.56% | +9.20% | +2.36% |
| 4 years | +16.00% | +11.22% | +4.78% |
| 5 years | +12.20% | +8.91% | +3.29% |
| Since inception | +19.85% | +12.21% | +7.64% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity97.74%₹927 Cr
- Cash and other2.26%₹21.45 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹11.98 Cr
- Outflow, Sep 2026
- ₹20.18 Cr
- Net, Sep 2026
- −₹8.20 Cr
- Net, FY to date
- −₹2.41 Cr
- Turnover, month
- 0.06×
- Turnover, past year
- 0.45×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Care PMS Growth Plus Value returned?
4.97% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −2.82%; 3 months: −1.33%; 6 months: 20.44%; 1 year: 4.97%; 2 years: −2.95%; 3 years: 11.56%; 4 years: 16.00%; 5 years: 12.20%; Since inception: 19.85%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 7.30 percentage points ahead.
How much does Care PMS Growth Plus Value manage?
₹948 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Care PMS Growth Plus Value?
Care Portfolio Managers, a SEBI-registered portfolio manager (INP000004128), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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