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.

1 month

3 months

6 months

1 year

3 years

5 years

10 years

Since inception

null

Care PMS Growth Plus Value

Investment Approach
null

BSE 500 TRI

Benchmark

values in percentage %
as on October 31st, 2024

Know Your Investment Approach
Growth Plus Value
null
19 July 2011
Launch Date
null
5-7 Years
Time Horizon
null
Higher
Volatility
null
Individual
Portfolio Construction
null
Monthly
Reporting
null
Yes
SIP Available
null
BSE 500 TRI
Benchmark
null
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
Care PMS Growth Plus Value
Fees Calculator
Download Fees Calculator
Fee Structure Illustration
Fixed Fee Structure
Download
Hybrid Fee Structure
Download
Variable Fee Structure
Download