PMS · Equity · Large & Mid Cap
Care PMS - Large & Midcap Strategy
Fund size₹57 Cr
Alpha (3Y)6.75%
3Y return19.74%
Fund age6 yrs 1 mo
Fund Managers
Amit Doshi
Fund Manager, Care
He is CA by qualification, after working with Big 4 (PwC), joined the core team in 2010 to take the company to its well-deserved position. His role includes research and portfolio management
Managing AUM₹1,037 Cr
Arpit Shah
Fund Manager, Care
He is founder director of the company and a CA by qualification. He has over 12 years of secondary capital market experience. His role includes research and portfolio management.
Managing AUM₹1,037 Cr
Jayant Mamania
Fund Manager, Care
He is a key personnel of the investment team. His stock picking ability makes Care PMS a distinct portfolio manager. He heads the investment team and has over 20 years of experience
Managing AUM₹1,037 Cr
Growth of₹Cr
Care PMS Large & Midcap
Returns: How it has done
| Scheme / Benchmark | YTD | 1Y | 2Y | 3Y | 5Y | Since inception |
|---|---|---|---|---|---|---|
| Care PMS Large & Midcap | −0.83% | 6.34% | 0.60% | 19.74% | 16.62% | 20.10% |
| Nifty 500 | −1.02% | 4.70% | −0.10% | 12.10% | 10.90% | 18.60% |
| Excess over benchmark | 0.19% | 1.64% | 0.70% | 7.64% | 5.72% | 1.50% |
Returns up to one year are absolute; two years and above are annualised (CAGR). YTD is calendar-year-to-date. As on 31 Aug 2026.
Risk : What you take on to earn the return
Volatility
17.18%
Benchmark approx 14.78%
A standard deviation reflecting historical swings.
Sensitivity
1.04
Beta vs benchmark 1.00 · 4% more reactive
How strongly the scheme moves with the index.
Risk-reward
0.84
Sharpe
Excess return gained per unit of volatility.
Capture ratio
116 / 81
Upside / Downside Capture
Share of market gains captured versus losses absorbed.
How far below its previous high it fell
Over the trailing 3Y window the scheme fell −18.72% from its 30 Oct 2024 peak to a 28 Feb 2025 trough, and recovered on 31 Oct 2025 after 245 days.
Max drawdowns
−18.72%
Recovery period
245 days
Scheme Drawdown Trajectory
| Drawdown analysis | Peak | Trough | Depth | Fell over | Recovered | Recovery took |
|---|---|---|---|---|---|---|
| Scheme | 30 Oct 2024 | 28 Feb 2025 | −18.72% | 121 days | 31 Oct 2025 | 245 days |
| Benchmark | 30 Aug 2024 | 28 Feb 2025 | −18.59% | 182 days | – | – |
Scheme
Peak30 Oct 2024
Trough28 Feb 2025
Depth−18.72%
Fell over121 days
Recovered31 Oct 2025
Recovery took245 days
Benchmark
Peak30 Aug 2024
Trough28 Feb 2025
Depth−18.59%
Fell over182 days
Recovered–
Recovery took–
The benchmark's peak, trough and recovery are read off its month-end curve; the scheme's row is measured on daily NAV. · Risk and drawdown use a trailing 3Y window · As on 31 Aug 2026
Portfolio Details : Where the money actually sits
Stocks
20
P/E ratio
27.00
P/B ratio
5.70
Dividend yield
1.50%
Avg market cap
₹2.88 L Cr
Median market cap
₹2.38 L Cr
Asset class
Equity
Market cap
Large cap59.00%
Mid cap40.00%
Small cap
Cash & others
Fees
A fixed plan is cheaper when returns are strong. A performance plan costs less in lean years and shares the upside only when the fund beats a hurdle. Both cost the same at a 20.00% gross return.
FixedPlan A · SimpleFixed Management Fee2.00% / yr
Performance FeeNone
Hurdle RateNot applicable
VariablePlan B · Shared upsideFixed Management Fee1.00% / yr
Performance Fee5% of profit
Hurdle RateNot applicable
No exit load. Lock-in: Nil.
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