Delighted to share that Care PMS has been featured among the Top 3 PMS strategies in the Large & Midcap category. Care PMS Large & Midcap Strategy delivered 17.3% CAGR/TWRR over 5 years. The recognition is based on PMSBazaar data published in The Hindu BusinessLine.
Press & Media
India's top PMS, AIF & GIFT IFSC asset managers to gather at DAIS 2025 in Dubai
Thrilled to be recognized for our participation in DAIS 2025! With 250+ in-person and 500+ virtual attendees, the summit connected global investors and thought leaders. Arpit Shah, Co-Founder & Investment Director, shared insights on โNew Moats of Old Age Business,โ exploring unique investment strategies.
Top 10 PMS delivered over 20% CAGR vs market returns of 14%
Care Portfolio Managers Pvt. Ltd. was able to navigate volatility in the market in the past 10 years with high conviction investments into small cap stocks. Arpit Shah – Investment Director, Care PMS – explains, โOver the past decade, weโve consistently maintained a 70%+ exposure to small-cap companies, at times reaching as high as 85%.
Five key stocks expected to benefit from the Budget
Finance Minister Nirmala Sitharaman made a number of announcements on agriculture, generating employment, and reduction in import duties for gold, and silver, among other things. Here are five stocks which market experts believe are likely to benefit from the announcements.
Majority of PMS schemes outperform Nifty in October
Nearly 63 per cent, or 205 of the 326 PMS schemes, were able to beat the returns generated by the benchmark, data from PMS Bazaar shows. The 326 schemes collectively delivered average returns of -2 per cent, higher than the -2.7 per cent given by the benchmark.
Here are top PMS funds in September, most of them are fairly new
Jayant Mamania, a fund manager with 20 years of experience heads the PMS Care โ Large and Midcap strategy fund, which is a 4 years old fund. The fund has more inclination towards metals and BFSI. The fund has performed better than the benchmark S&P BSE 500 in the last year.
ETMarkets Smart Talk: What is pushing the dollar index higher? Arpit Shah explains
In an interview with ETMarkets, Shah who brings in more than 15 years of experience in the capital markets said, โWe advise investors to be company specific, and when you see sharp movement in the price it is advisable to keep rebalancing portfolio.โ
How Growth Plus Value Selects Stocks
Every stock that enters the Growth Plus Value portfolio has to earn its place.
This video explains how Care PMS evaluates companies through a bottom-up, stock-specific process, starting with screening and moving into deeper research across annual statements, peer comparisons, management meetings and on-ground checks.
The strategy focuses on four key areas: business strength, management quality, financial strength and valuation comfort.
Speak to Care PMS to understand whether the strategy fits your risk profile, investment horizon and portfolio needs.
Focused exposure to Indiaโs small-cap opportunity
In small caps, early opportunity often comes with higher uncertainty.
Care PMS Growth Plus Value Strategy is designed for investors seeking focused small-cap exposure through a disciplined, research-backed PMS approach.
The strategy follows a bottom-up, stock-specific process, looking for businesses with growth potential, management quality, financial strength and valuation comfort. Portfolio construction remains central to the approach, with discipline around position size, sector exposure and continuous review.
For investors with a 5 to 7 year horizon and comfort with equity volatility, Growth Plus Value offers a structured way to participate in Indiaโs long-term small-cap opportunity.
Speak to Care PMS to understand whether this strategy fits your risk profile, investment horizon and portfolio needs.
Why FII are returning to India
Foreign investors were among the biggest sellers of Indian equities for much of the past year. That trend may finally be showing signs of changing.
A combination of a more stable rupee, easing commodity prices and improving earnings expectations has brought FIIs back to Indian markets. While they remain net sellers for the year, sustained inflows could provide meaningful support to market sentiment going forward.
Why India - Australia Ties Matters More
India and Australia are moving beyond a conventional trade relationship.
The partnership now spans defence cooperation, critical minerals, clean energy, infrastructure, semiconductors and supply-chain security. Indiaโs exports to Australia have already grown since ECTA, while AustralianSuper has committed another AUD 500 million to Indiaโs National Investment and Infrastructure Fund.
For long-term investors, the bigger story is the strategic alignment taking shape between Indiaโs scale and Australiaโs capital, technology and natural resources.
A proud moment for every Indian.
India has finished 4th at the Commonwealth Games 2026 with a total of 39 medals, reflecting the determination, discipline and spirit of our athletes on the global stage.
Every medal represents years of hard work, sacrifice and commitment.โฆ pic.twitter.com/kzuxvHT2xr
โ Care Portfolio Managers | Care PMS (@carepms) August 4, 2026
A proud moment for all of us at Care Portfolio Managers Pvt. Ltd., SEBI Registered No: INP000004128
We are honoured to be recognised as โPMS House of the Yearโ at the IPV Wealth Wise Partner Summit & Awards 2026, South Region.
This recognition belongs to our entire team and toโฆ pic.twitter.com/gSzeHEhLmH
โ Care Portfolio Managers | Care PMS (@carepms) July 30, 2026
Delighted to share that Care PMS’ “Large&Midcap Strategy” has been featured among the Top 3 PMS strategies in the “Large & Midcap category.”
Care PMS “Large & Midcap Strategy” delivered 17.3% CAGR/TWRR over 5 years v/s Benchmark BSE500 at 12.2%.
The recognition is based onโฆ https://t.co/P0l6M3OFdZ pic.twitter.com/VEPhMTzGnT
โ Care Portfolio Managers | Care PMS (@carepms) July 27, 2026
Care Portfolio Managers Pvt. Ltd. | INP000004128
โจ Launching Care PMS Bespoke Strategy โจ
On our 19th Foundation Day, we are proud to introduce the Care PMS Bespoke Strategy – crafted for investors who seek a portfolio as unique as their aspirations.
โ๏ธ Built for HNIs โ Withโฆ pic.twitter.com/MjUVN16R5n
โ Care Portfolio Managers | Care PMS (@carepms) June 19, 2026
We are pleased to share that Mr. Amit Doshi, Co-Founder & Director, Care Portfolio Managers Pvt. Ltd., joined as a speaker at the ๐๐๐๐๐๐ณ๐๐๐ซ ๐๐จ๐ง๐๐ฅ๐๐ฏ๐ ๐๐๐๐ โ ๐๐๐ง๐ ๐๐ฅ๐ฎ๐ซ๐ฎ on 9th May 2026.
The session featured insightful discussions around investmentโฆ pic.twitter.com/1Nbr2IBh8r
โ Care Portfolio Managers | Care PMS (@carepms) June 15, 2026
How strategic allocation can help investors navigate volatility and create long-term wealth.
Watch our Co-founder & Director, Mr. Amit Doshi, share his insights on the same: https://t.co/io6859RQz4@PmsBazaar https://t.co/vk3RRKvfKP
โ Care Portfolio Managers | Care PMS (@carepms) May 21, 2026
In phases of uncertainty, policy stance becomes the biggest market variable.
A small shift from the Government can alter the entire investment landscape.
Read more: https://t.co/NIovwmCABV@PmsBazaar https://t.co/Jyrds0Gv2i
โ Care Portfolio Managers | Care PMS (@carepms) May 19, 2026
Did you know?
-India imports 85% of its 5.5M barrels/day crude needs
-40-50% via Hormuz
-A $10/barrel rise widens Current Account Deficit by 0.4-0.5% of GDPWatchout our Director @Arpit_Care_PMS share his views on changing macro economy and how an Investor needs toโฆ https://t.co/iPF51b8Rjz
โ Care Portfolio Managers | Care PMS (@carepms) April 20, 2026
๐๐๐ง๐ ๐๐ฅ๐ฎ๐ซ๐ฎ ๐๐๐ & ๐๐๐ ๐๐จ๐ง๐๐ฅ๐๐ฏ๐ ๐๐๐๐: ๐๐๐๐ญ ๐จ๐ฎ๐ซ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ฉ๐๐๐ค๐๐ซ โ ๐๐ฆ๐ข๐ญ ๐๐จ๐ฌ๐ก๐ข
We are excited to welcome ๐๐ซ. ๐๐ฆ๐ข๐ญ ๐๐จ๐ฌ๐ก๐ข, ๐๐จ-๐๐จ๐ฎ๐ง๐๐๐ซ & ๐๐ข๐ซ๐๐๐ญ๐จ๐ซ ๐๐ญ ๐๐๐ซ๐ ๐๐จ๐ซ๐ญ๐๐จ๐ฅ๐ข๐จ ๐๐๐ง๐๐ ๐๐ซ๐ฌ, as aโฆ pic.twitter.com/iVUtuv6gG1
โ pms bazaar (@PmsBazaar) April 20, 2026
Care PMS “Large & Midcap Strategy” ranked #2 in the Large & Midcap category based on long-term performance.
Having completed 5+ years in 2025, our Large & Midcap Strategy has delivered
23.02% (1Y),
28.17% (3Y) CAGR, and
20.11% (5Y) CAGRmaintaining consistency acrossโฆ pic.twitter.com/H7A8x5nyTQ
โ Care Portfolio Managers | Care PMS (@carepms) March 20, 2026
Union Budget 2026: Market Takeaways & Portfolio Perspective
Union Budget 2026 did not carry any big-bang announcements. Market reactions across sectors largely reflected elevated pre-budget expectations rather than adverse fundamentals. The unexpected announcement around STTโฆ
โ Care Portfolio Managers | Care PMS (@carepms) February 2, 2026
USA – INDIA Trade Deal done!๐จ
After almost a year and multiple rounds of negotiations, the two countries came to a conclusion.
Effective immediately, The US will charge a reduced reciprocal tariff, lowering it from 25% to 18%.
A lower tariff than China.
US Says, India Agreedโฆ pic.twitter.com/PH4kHNKhES
โ Care Portfolio Managers | Care PMS (@carepms) February 2, 2026
๐๐ก๐๐ซ๐ฉ๐๐ง ๐๐จ๐ฎ๐ซ ๐๐ช๐ฎ๐ข๐ญ๐ฒ ๐๐ง๐๐ฅ๐ฒ๐ฌ๐ข๐ฌ ๐๐ค๐ข๐ฅ๐ฅ๐ฌ ๐ฐ๐ข๐ญ๐ก ๐๐๐ ๐ ๐ฅ๐๐ ๐๐ง๐ฌ๐ข๐ ๐ก๐ญ๐ฌ – ๐๐ก๐ข๐ฌ ๐ ๐ซ๐ข๐๐๐ฒ (28๐ญ๐ก ๐๐จ๐ฏ) ๐๐ญ 04:30 ๐๐!
Join us for an exclusive webinar with ๐๐ซ. ๐๐ซ๐ฉ๐ข๐ญ ๐๐ก๐๐ก, ๐๐จ-๐ ๐จ๐ฎ๐ง๐๐๐ซ & ๐๐ข๐ซ๐๐๐ญ๐จ๐ซ, ๐๐๐ซ๐โฆ pic.twitter.com/PcNrI7utnN
โ pms bazaar (@PmsBazaar) November 24, 2025
“Buying overvalued stocks, even if they are well-known blue chips, is not conservative. A conservative approach requires buying at a price that offers value, not succumbing to market hype or inflated valuations.”
-Warren Buffettโs 1961 LetterThis timeless philosophy from Mr.โฆ pic.twitter.com/UVqzld53ej
โ Care Portfolio Managers | Care PMS (@carepms) November 1, 2025
Watch our Investment Director, Mr. Arpit Shah share insights on Indiaโs market outlook, key sectors to watch, and how investors should adapt their lens while evaluating Indiaโs valuations.@Arpit_Care_PMS https://t.co/UHQ7x22nBD
โ Care Portfolio Managers | Care PMS (@carepms) October 9, 2025
A Green Tribute : Care PMS Plants 75 Trees for PM Modiโs 75th Birthday. ๐ฑ
Wishing Prime Minister Modi a very happy 75th birthday and great health! ๐
His tenure has been marked by bold, forward-looking reforms, from strengthening Make in India and digital initiatives, to taxโฆ pic.twitter.com/YvNrU99Lfsโ Care Portfolio Managers | Care PMS (@carepms) September 17, 2025
Panel Spotlight | AAFMยฎ India 20th Wealth & Alternates Convention 2025
Join top voices in wealth & investments for a power-packed panel on โGrowth & Road Ahead for Alternatesโ in Bengaluru!
๐ 16-17 Sept | ๐ Chancery Pavilion
#WealthConvention2025 pic.twitter.com/uvlSMgGS88
โ AAFMยฎ India (@AafmIndia) September 13, 2025
Markets have been challenging, but our “Large & Midcap” strategy remains steady – down just -0.3% in 1 month and still holding #1 spot on PMS Bazaar.
Built on resilience, ready for the rebound. pic.twitter.com/co13bFg6ea
โ Care Portfolio Managers | Care PMS (@carepms) September 1, 2025
๐๏ธ Stock Selection & Exit Case Studies with ๐๐๐ซ๐ ๐๐๐ (@carepms) Investment Director – Mr. ๐๐ฆ๐ข๐ญ ๐๐จ๐ฌ๐ก๐ข (@amitndoshi)
Listen to our latest episode of ๐จ๐ฎ๐ซ ๐๐๐ ๐๐๐ณ๐๐๐ซ ๐๐จ๐๐๐๐ฌ๐ญ ๐๐จ๐ฏ๐๐ซ๐ข๐ง๐ ๐ ๐๐จ๐ฆ๐ฉ๐ซ๐๐ก๐๐ง๐ฌ๐ข๐ฏ๐ ๐ซ๐๐ง๐ ๐ ๐จ๐โฆ pic.twitter.com/lIxGmU2RSR
โ pms bazaar (@PmsBazaar) March 25, 2025
Care PMS Featured in Gulf News!
Exciting news! Our participation at the Dubai Alternative Investment Summit (DAIS 2025) has been highlighted in Gulf News, recognizing the eventโs impact on the alternative investment space. pic.twitter.com/6vm0FknXp1
โ Care Portfolio Mgr.. (@carepms) February 27, 2025
PMS Bazaar data reveals that all the equity PMS categories have delivered over 35% return on average in the past year beating the market, represented by Nifty 50 return of 33%.
Check out our latest blog presenting the category wise analysis of PMSes based on 1-year returns.โฆ pic.twitter.com/LHt3UVl7w8
โ pms bazaar (@PmsBazaar) September 25, 2024
What are the 3 key criteria for selecting the right stocks in the small & mid-cap segment? Expert fund manager Arpit Shah (@Arpit_Care_PMS) answers in our latest Fund Manager Brief.
In this edition, the Co- Founder & Investment Director of Care Portfolio Managers (@carepms)โฆ pic.twitter.com/fPqWi7qa8W
โ pms bazaar (@PmsBazaar) September 23, 2024
A Heartfelt Thank You to Our Incredible Community! ๐
With immense gratitude, we are thrilled to announce that, thanks to your mighty support & unwavering loyalty, Care PMS has surpassed โน1000 Cr in AUM, achieving 24% CAGR since inception & outperforming all market indices. pic.twitter.com/poPKzTGj7k
โ Care Portfolio Mgr.. (@carepms) September 4, 2024
Finance Minister Nirmala Sitharaman made a number of announcements on agriculture, generating employment, and reduction in import duties for gold, and silver, among other things. Here are five stocks which market experts believe are likely to benefit from the announcements. pic.twitter.com/Tvos1FEEd3
โ Care Portfolio Mgr.. (@carepms) July 24, 2024
On July 14th, Care PMS had the privilege to engage with a distinguished group of doctors at Hotel Sea Princess, Mumbai. pic.twitter.com/hbpCFUgSbG
โ Care Portfolio Mgr.. (@carepms) July 17, 2024
We are thrilled to announce that Care Portfolio Managers has been recognized among the top 10 PMSs for June, showcasing exceptional returns! pic.twitter.com/qz0AsuO1g5
โ Care Portfolio Mgr.. (@carepms) July 15, 2024
Amit Doshi, Fund Manager, Care Portfolio Managers Pvt. Ltd. was live on DubaiEye 103.8 last month discussing the vibrant future of Indian markets & the impact of elections.
Gain expert insights on how political events shape financial landscapes. #MarketOutlook #ElectionImpact pic.twitter.com/Iuqy5YhXdS
โ Care Portfolio Mgr.. (@carepms) July 4, 2024
Last month, the Care PMS team embarked on an exhilarating offsite adventure to Anchaviyo Resort in Wada from June 21st to 23rd. ๐ด๐ It was an unforgettable experience, filled with games, celebrations, and deep discussions that brought us closer together. pic.twitter.com/M83TtprKNj
โ Care Portfolio Mgr.. (@carepms) July 4, 2024
Today marks a significant milestone as we celebrate the 17th Foundation Day of CarePMS!
Established in 2007, Got license in 2011, we’ve grown to manage 900 crores in assets while serving over 700 clients worldwide. Our journey of commitment, trust & success continues to evolve. pic.twitter.com/NqoMHFJLuk
โ Care Portfolio Mgr.. (@carepms) July 3, 2024
On June 14, 2024, CA Amit Doshi, Director at CarePMS, delivered an enlightening talk at the Jain Chartered Accountants Federation (JCAF) event held in Borivali-West. The insightful session focused on “Old Age Business – Dying or Worth Investing?” pic.twitter.com/vkNOYN3Yfa
โ Care Portfolio Mgr.. (@carepms) June 20, 2024