Care Portfolio Managers Private Limited • Equity
Care PMS Large & Midcap is an equity portfolio management service (PMS) strategy run by Care Portfolio Managers Private Limited, launched on 3 Jul 2020. As of 30 Sep 2026, it manages ₹53.14 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -2.47% over 1 year, +15.06% over 3 years and +14.68% over 5 years (+18.75% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 5.86 percentage points ahead of its benchmark. Its 3-year return ranks 113th 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: Valtrust Momentum (+15.12%), PicoPower (+15.09%), Discovery (+15.02%), Unique (+15.02%).
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 | -5.63% |
| 3 Months | -4.52% |
| 1 Year | -2.47% |
| 3 Years | +15.06% |
| 5 Years | +14.68% |
| Since Inception | +18.75% |
| management fee | Fixed Fees: Management Fees 1% to 2% |
| performance fee | Variable Fees: Hurdle 0 Profit Sharing 5% to 10% |
| 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 Large & Midcap has a 1-year return of -2.47%, a 3-year return of +15.06%, a 5-year return of +14.68% and +18.75% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Care PMS Large & Midcap returned +14.68% against +8.91% for the BSE 500 TRI, 5.77 percentage points ahead. Over 3 years it returned +15.06% against +9.20%; Over 1 year it returned -2.47% 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 Large & Midcap's 3-year return of +15.06% ranks 113th as of 30 Sep 2026.
Care PMS Large & Midcap is managed by Jayant Mamania at Care. The strategy manages ₹53.14 Cr of client assets as of 30 Sep 2026.
Care PMS Large & Midcap manages ₹53.14 Cr of client assets as of 30 Sep 2026.
The fee structure for Care PMS Large & Midcap includes: management fee: Fixed Fees: Management Fees 1% to 2%; performance fee: Variable Fees: Hurdle 0 Profit Sharing 5% to 10%; exit load: NIL.
The minimum investment for Care PMS Large & Midcap is ₹50 Lakhs.
Care PMS Large & Midcap was launched on 3 Jul 2020. It has a 6-year track record.
Description
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