IA: Growth Plus Value
Performance (values in %)
Portfolio snapshot
Asset allocation
Equities 98% of portfolio- Equities98%
- Cash2%
Market capitalisation
Small caps at 78%- Small caps78%
- Mid caps12%
- Large caps8%
- Cash2%
Invest in Indian listed companies via fundamental, research-backed ideas to compound capital over the long term, with a greater allocation to small caps.
Portfolio data as on 30 September 2026, in nearest percentages. Returns are not verified by SEBI.
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.