IA: Growth Plus Value
The factsheet
Open the official factsheet to view the complete performance, allocation and holdings data.
View factsheet PDFKey features of the portfolio
- Sector-agnostic, bottom-up, stock-specific portfolio
- Holding period of more than 15–18 quarters
- Blend of growth and value investing
- Focused on multibaggers
- 70% exposure to small-caps
- Maximum single-stock weight of 12%
- Maximum single-sector weight of 20%
Important. Investment into equities is subject to market risk. Please read the disclosure document carefully before investing. Returns are not verified by SEBI. Care Portfolio Managers Pvt. Ltd. · SEBI Regn. No. INP000004128.
Begin your Care PMS journey.
Invest directly with a SEBI registered portfolio manager, as a resident or a non-resident investor. Contact us at connect@carepms.com and our team will guide you through every step.
- 01
Consultation
A conversation with our team about your objectives, investment horizon and risk appetite, and the approach best suited to them.
- 02
Documentation
A PMS bank account and demat account are opened in your name. You sign the PMS agreement and grant the Power of Attorney.
- 03
Portfolio activation
Invest fresh funds of ₹50 lakh or more, or introduce an existing portfolio. Statements and reporting follow every month.