Both approaches share one philosophy: a rigorous assessment of each company’s strategy, management’s execution capability and the quality of its leadership. Each invests only in listed Indian equities, with no exposure to derivatives, and differs in investment universe, holding horizon and volatility to suit distinct investor profiles.
Introduced in July 2011, this approach invests across market capitalisations in companies with attractive valuation multiples and higher growth triggers, allocating greater weight accordingly.
Initiated in June 2020, this approach invests in 18–20 companies selected from the top 250 by market capitalisation, focusing on sustainable business models that endure across market cycles.
Investments in equities are subject to market risk. Past performance is not indicative of future returns. Please read the disclosure document carefully before investing.
The appropriate choice depends on your investment horizon and tolerance for volatility. Our team can help you assess which approach best fits your objectives.
| Attribute | Growth Plus Value | Large & Midcap |
|---|---|---|
| Launch date | 19 July 2011 | 03 July 2020 |
| Investment universe | Across market capitalisations | Top 250 companies by market cap |
| Time horizon | 5–7 years | 3–5 years |
| Volatility | Higher | Moderate |
| Portfolio construction | Individual | Model portfolio |
| Holdings | 18–20 companies | 18–20 companies |
| Benchmark | BSE 500 TRI | BSE 500 TRI |
| Reporting | Monthly | Monthly |
| SIP available | Yes | Yes |
| Fund managers | Jayant Mamania, Arpit Shah, Amit Doshi | Jayant Mamania, Arpit Shah, Amit Doshi |
| Fixed fee | 2.5% management fee · nil performance fee | 2% management fee · nil performance fee |
| Hybrid fee | 1% management fee · 10% performance fee | 1% management fee · 5% performance fee |
Fee structures are as set out in the fee illustrations and the disclosure document. A fees calculator is available on each approach page.
Values in percentage, as on 30 September 2026, against the BSE 500 TRI, as published in our monthly factsheets.
Investment approach versus the BSE 500 TRI benchmark.
Investment approach versus the BSE 500 TRI benchmark.
Investments in equities are subject to market risk. Past performance is not indicative of future returns. Please read the disclosure document carefully before investing. Returns are not verified by SEBI.
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.
A conversation with our team about your objectives, investment horizon and risk appetite, and the approach best suited to them.
A PMS bank account and demat account are opened in your name. You sign the PMS agreement and grant the Power of Attorney.
Invest fresh funds of ₹50 lakh or more, or introduce an existing portfolio. Statements and reporting follow every month.
SEBI registered portfolio manager · since 2011Our firm, investment philosophy, process, investment approaches and team, in one concise reference.
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