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 ‘New Moats of Old Age Business,’ exploring unique investment strategies.
Press & Media
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, “Over the past decade, we’ve 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 – 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, “We advise investors to be company specific, and when you see sharp movement in the price it is advisable to keep rebalancing portfolio.”
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. India’s exports to Australia have already grown since ECTA, while AustralianSuper has committed another AUD 500 million to India’s National Investment and Infrastructure Fund.
For long-term investors, the bigger story is the strategic alignment taking shape between India’s scale and Australia’s capital, technology and natural resources.
Care Portfolio Managers Pvt. Ltd. | INP000004128
✨ Launching Care PMS Bespoke Strategy ✨
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.
✔️ Built for HNIs – With… pic.twitter.com/MjUVN16R5n
— 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 𝐏𝐌𝐒𝐁𝐚𝐳𝐚𝐚𝐫 𝐂𝐨𝐧𝐜𝐥𝐚𝐯𝐞 𝟐𝟎𝟐𝟔 – 𝐁𝐞𝐧𝐠𝐚𝐥𝐮𝐫𝐮 on 9th May 2026.
The session featured insightful discussions around investment… pic.twitter.com/1Nbr2IBh8r
— 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
— 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
— 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 to… https://t.co/iPF51b8Rjz
— Care Portfolio Managers | Care PMS (@carepms) April 20, 2026
𝐁𝐞𝐧𝐠𝐚𝐥𝐮𝐫𝐮 𝐏𝐌𝐒 & 𝐀𝐈𝐅 𝐂𝐨𝐧𝐜𝐥𝐚𝐯𝐞 𝟐𝟎𝟐𝟔: 𝐌𝐞𝐞𝐭 𝐨𝐮𝐫 𝐄𝐱𝐩𝐞𝐫𝐭 𝐒𝐩𝐞𝐚𝐤𝐞𝐫 – 𝐀𝐦𝐢𝐭 𝐃𝐨𝐬𝐡𝐢
We are excited to welcome 𝐌𝐫. 𝐀𝐦𝐢𝐭 𝐃𝐨𝐬𝐡𝐢, 𝐂𝐨-𝐟𝐨𝐮𝐧𝐝𝐞𝐫 & 𝐃𝐢𝐫𝐞𝐜𝐭𝐨𝐫 𝐚𝐭 𝐂𝐚𝐫𝐞 𝐏𝐨𝐫𝐭𝐟𝐨𝐥𝐢𝐨 𝐌𝐚𝐧𝐚𝐠𝐞𝐫𝐬, as a… pic.twitter.com/iVUtuv6gG1
— 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 across… pic.twitter.com/H7A8x5nyTQ
— 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 STT…
— Care Portfolio Managers | Care PMS (@carepms) February 2, 2026
USA – INDIA Trade Deal done!🚨
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 Agreed… pic.twitter.com/PH4kHNKhES
— Care Portfolio Managers | Care PMS (@carepms) February 2, 2026
𝐒𝐡𝐚𝐫𝐩𝐞𝐧 𝐘𝐨𝐮𝐫 𝐄𝐪𝐮𝐢𝐭𝐲 𝐀𝐧𝐚𝐥𝐲𝐬𝐢𝐬 𝐒𝐤𝐢𝐥𝐥𝐬 𝐰𝐢𝐭𝐡 𝐑𝐞𝐝 𝐅𝐥𝐚𝐠 𝐈𝐧𝐬𝐢𝐠𝐡𝐭𝐬 – 𝐓𝐡𝐢𝐬 𝐅𝐫𝐢𝐝𝐚𝐲 (28𝐭𝐡 𝐍𝐨𝐯) 𝐚𝐭 04:30 𝐏𝐌!
Join us for an exclusive webinar with 𝐌𝐫. 𝐀𝐫𝐩𝐢𝐭 𝐒𝐡𝐚𝐡, 𝐂𝐨-𝐅𝐨𝐮𝐧𝐝𝐞𝐫 & 𝐃𝐢𝐫𝐞𝐜𝐭𝐨𝐫, 𝐂𝐚𝐫𝐞… pic.twitter.com/PcNrI7utnN
— 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 Buffett’s 1961 LetterThis timeless philosophy from Mr.… pic.twitter.com/UVqzld53ej
— Care Portfolio Managers | Care PMS (@carepms) November 1, 2025
Watch our Investment Director, Mr. Arpit Shah share insights on India’s market outlook, key sectors to watch, and how investors should adapt their lens while evaluating India’s valuations.@Arpit_Care_PMS https://t.co/UHQ7x22nBD
— Care Portfolio Managers | Care PMS (@carepms) October 9, 2025
A Green Tribute : Care PMS Plants 75 Trees for PM Modi’s 75th Birthday. 🌱
Wishing Prime Minister Modi a very happy 75th birthday and great health! 🌟
His tenure has been marked by bold, forward-looking reforms, from strengthening Make in India and digital initiatives, to tax… pic.twitter.com/YvNrU99Lfs— Care Portfolio Managers | Care PMS (@carepms) September 17, 2025
Panel Spotlight | AAFM® India 20th Wealth & Alternates Convention 2025
Join top voices in wealth & investments for a power-packed panel on “Growth & Road Ahead for Alternates” in Bengaluru!
📅 16-17 Sept | 📍 Chancery Pavilion
#WealthConvention2025 pic.twitter.com/uvlSMgGS88
— AAFM® 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
— Care Portfolio Managers | Care PMS (@carepms) September 1, 2025
🎙️ Stock Selection & Exit Case Studies with 𝐂𝐚𝐫𝐞 𝐏𝐌𝐒 (@carepms) Investment Director – Mr. 𝐀𝐦𝐢𝐭 𝐃𝐨𝐬𝐡𝐢 (@amitndoshi)
Listen to our latest episode of 𝐨𝐮𝐫 𝐏𝐌𝐒 𝐁𝐚𝐳𝐚𝐚𝐫 𝐏𝐨𝐝𝐜𝐚𝐬𝐭 𝐜𝐨𝐯𝐞𝐫𝐢𝐧𝐠 𝐚 𝐜𝐨𝐦𝐩𝐫𝐞𝐡𝐞𝐧𝐬𝐢𝐯𝐞 𝐫𝐚𝐧𝐠𝐞 𝐨𝐟… pic.twitter.com/lIxGmU2RSR
— 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 event’s impact on the alternative investment space. pic.twitter.com/6vm0FknXp1
— 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.… pic.twitter.com/LHt3UVl7w8
— 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)… pic.twitter.com/fPqWi7qa8W
— pms bazaar (@PmsBazaar) September 23, 2024
A Heartfelt Thank You to Our Incredible Community! 🌟
With immense gratitude, we are thrilled to announce that, thanks to your mighty support & unwavering loyalty, Care PMS has surpassed ₹1000 Cr in AUM, achieving 24% CAGR since inception & outperforming all market indices. pic.twitter.com/poPKzTGj7k
— 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
— 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
— 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
— 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
— 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. 🌴🌊 It was an unforgettable experience, filled with games, celebrations, and deep discussions that brought us closer together. pic.twitter.com/M83TtprKNj
— 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
— 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
— Care Portfolio Mgr.. (@carepms) June 20, 2024