as on June 30th, 2024
Invest in Indian listed companies via fundamental research backed ideas to compound capital over the long-term. The Strategy involves a greater allocation towards small-cap companies exhibiting sunstantial business growth rates available at reasonable valuation.
- Sector-agnostic, Bottom-up, Stock-specific portfolio
- Holding period >15-18 quarters
- Blend of Growth and Value Investing
- 70% exposure to small-cap
- 18-20 stocks
- Max single stock weight 12%
- Max single sector weight 20%
- Focussed on multi-baggers
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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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- *Investment into equities are subject to market risk. Please read the disclosure document carefully before investing.
- *Returns are not verified by SEBI