Care Portfolio Managers Private Limited • Equity
Care PMS Growth Plus Value is an equity portfolio management service (PMS) strategy run by Care Portfolio Managers Private Limited, launched on 19 Jul 2011. As of 30 Sep 2026, it manages ₹948 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +4.97% over 1 year, +11.56% over 3 years and +12.20% over 5 years (+19.85% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 2.36 percentage points ahead of its benchmark. Its 3-year return ranks 223rd of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Jayant Mamania.
Ranked nearby on 3-year return: APJ (Formerly known as APJ 20) (+11.62%), Phillip Star Portfolio (+11.59%), Wealth Guardian Fund (+11.50%), The Alpha I Strategy (+11.45%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -2.82% |
| 3 Months | -1.33% |
| 1 Year | +4.97% |
| 3 Years | +11.56% |
| 5 Years | +12.20% |
| Since Inception | +19.85% |
| management fee | Fixed Fees: Management Fee 1% to 2.50% |
| performance fee | Variable Fees: Hurdle: 0 Profit Sharing: 10% to 15% |
| exit load | NIL |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callCare PMS Growth Plus Value has a 1-year return of +4.97%, a 3-year return of +11.56%, a 5-year return of +12.20% and +19.85% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Care PMS Growth Plus Value returned +12.20% against +8.91% for the BSE 500 TRI, 3.29 percentage points ahead. Over 3 years it returned +11.56% against +9.20%; Over 1 year it returned +4.97% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Care PMS Growth Plus Value's 3-year return of +11.56% ranks 223rd as of 30 Sep 2026.
Care PMS Growth Plus Value is managed by Jayant Mamania at Care. The strategy manages ₹948 Cr of client assets as of 30 Sep 2026.
Care PMS Growth Plus Value manages ₹948 Cr of client assets as of 30 Sep 2026.
The fee structure for Care PMS Growth Plus Value includes: management fee: Fixed Fees: Management Fee 1% to 2.50%; performance fee: Variable Fees: Hurdle: 0 Profit Sharing: 10% to 15%; exit load: NIL.
The minimum investment for Care PMS Growth Plus Value is ₹50 Lakhs.
Care PMS Growth Plus Value was launched on 19 Jul 2011. It has a 15-year track record.
Description
All Care PMS strategies →Browse all PMS strategies in India →