- Manager
- Care Portfolio Managers
- Service
- Discretionary
- Asset class
- Equity
Care PMS Large And Midcap
−2.47%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Care Portfolio Managers’ Care PMS Large And Midcap returned −2.47% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹53.14 crore across its clients.
Key numbers
- AUM
- ₹53.14 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.72×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −5.63% | −5.57% | −0.06% |
| 3 months | −4.52% | −3.59% | −0.93% |
| 6 months | +5.92% | +8.07% | −2.15% |
| 1 year | −2.47% | −2.33% | −0.14% |
| 2 years | −2.60% | −3.93% | +1.33% |
| 3 years | +15.06% | +9.20% | +5.86% |
| 4 years | +19.57% | +11.22% | +8.35% |
| 5 years | +14.68% | +8.91% | +5.77% |
| Since inception | +18.75% | +17.26% | +1.49% |
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 equity98.38%₹52.28 Cr
- Cash and other1.60%₹0.85 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0.71 Cr
- Outflow, Sep 2026
- ₹0.29 Cr
- Net, Sep 2026
- ₹0.41 Cr
- Net, FY to date
- ₹4.02 Cr
- Turnover, month
- 0.01×
- Turnover, past year
- 0.72×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Care PMS Large And Midcap returned?
−2.47% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −5.63%; 3 months: −4.52%; 6 months: 5.92%; 1 year: −2.47%; 2 years: −2.60%; 3 years: 15.06%; 4 years: 19.57%; 5 years: 14.68%; Since inception: 18.75%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 0.14 percentage points behind.
How much does Care PMS Large And Midcap manage?
₹53.14 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 Large And Midcap?
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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