Growth Plus Value Strategy

Introduced in July 2011, the investment approach targets companies across market capitalizations, picking companies with attractive valuation multiples and with potential higher growth rate triggerss. It prioritizes industry leaders and allocates more heavily to small-cap firms showing substantial growth potential as well as value buy and hence the name Growth Plus Value. Investments are intended for longer holding periods to capitalize on management-driven business growth and potential valuation rating. A typical portfolio consists of 18-20 companies from various industries, chosen systematically through a model portfolio approach. The goal is to outperform benchmark indices over the long term by identifying fundamental. This dual focus on growth and value aims to deliver sustained capital appreciation and wealth generation for investors, underpinned by strong conviction in an investment idea.

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Care PMS Growth Plus Value

Investment Approach
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BSE 500 TRI

Benchmark

values in percentage %
as on November 30th, 2024

Know Your Investment Approach
Growth Plus Value
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19 July 2011
Launch Date
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5-7 Years
Time Horizon
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Higher
Volatility
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Individual
Portfolio Construction
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Monthly
Reporting
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Yes
SIP Available
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BSE 500 TRI
Benchmark
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Jayant Mamania, Arpit Shah, Amit Doshi
Fund Managers
Key Features of the Portfolio
  • Sector-agnostic, Bottom-up, Stock-specific portfolio
  • Holding period >15-18 quarters
  • Blend of Growth and Value Investing
  • 70% exposure to small-cap
  • Max single stock weight 12%
  • Max single sector weight 20%
  • Focussed on multi-baggers
Fees Structure
Fees
Fixed Hybrid Variable*
2.5 % 1 % 1 %
Nil 10 % 15 %
*Fixed fees will be reduced from performance fees
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Fixed Fee Structure
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Variable Fee Structure
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