Care PMS Large & Midcap
as on June 30th, 2024
Investment Objective
Invest in 15-20 companies with sustainable business that endure across market cycles from the universe of top 250 companies by market capitalization.
Know Your Investment Approach
Large & Midcap
Key Features of the Portfolio
- Investing in only listed Indian Companies
- No exposure to derivatives
- Holding period >12-15 quarters
- Blend of Growth and Value Investing
- Maximum single security exposure 12 %
- Maximum Single Sector exposure 20 %
Performance
Investment Criterion
Asset Allocation
Market Cap
values in nearest percentages
Financial Ratio
Care PMS utilizes key financial ratios to evaluate the performance and valuation of investments. Notably, the Price-to-Earnings (P/E) ratio and Price-to-Book (P/B) ratio are essential metrics. The P/E ratio assesses a company’s current share price relative to its earnings per share, while the P/B ratio compares the market value to the book value of a company’s assets. These ratios provide valuable insights for investors, helping them make informed decisions.
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P/E Ratio
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P/B Ratio
Top Sectors
Top Companies
values in nearest percentages
Disclaimers
- *Investment into equities are subject to market risk. Please read the disclosure document carefully before investing.
- *Returns are not verified by SEBI
