This investment strategy, initiated in June 2020, is designed to hold between 15 and 18 constituents selected from the top 250 publicly traded entities based on market capitalization. The core focus is on identifying enterprises exhibiting sustained growth trajectories and those positioned to capitalize on favorable sector-specific dynamics driven by prevailing industry tailwinds. The target portfolio size is between 18 and 20 companies. By integrating a rigorous assessment of industry leadership with a forward-looking perspective on macroeconomic shifts and regulatory influences, the approach endeavors to achieve consistent investment returns.
We advocate for a concentrated portfolio of 15-20 high-quality businesses demonstrating resilience through various market conditions. Our investment universe is drawn from the top 250 companies by market capitalization.
Returns as on 2025-12-31
| Period | Strategy | Benchmark | Outperformance |
|---|---|---|---|
| 1 MONTH | 1.52% | -0.24% | 1.76% |
| 3 MONTHS | 4.13% | 5.02% | -0.89% |
| 6 MONTHS | 4.75% | 1.63% | 3.12% |
| 1 YEAR | 12.03% | 7.63% | 4.40% |
| 2 YEAR | 15.84% | 11.64% | 4.20% |
| 3 YEAR | 27.05% | 16.41% | 10.64% |
| 5 YEAR | 20.90% | 16.82% | 4.08% |
| SINCE INCEPTION | 23.14% | 21.52% | 1.62% |
| Year | Return |
|---|---|
| CY 2025 | 12.03% |
| CY 2024 | 19.87% |
| CY 2023 | 53.34% |
| CY 2022 | 0.98% |
| CY 2021 | 23.86% |
| CY 2020 | 21.38% |
| Year | Return |
|---|---|
| FY 26_YTD | 12.85% |
| FY 25 | 11.00% |
| FY 24 | 68.45% |
| FY 23 | -2.78% |
| FY 22 | 20.71% |
| FY 21 | 25.85% |
Past performance is not indicative of future results. Returns are subject to market risks.
Fund Manager, PMS
As a pivotal member of the investment committee, his profound expertise in security selection has been instrumental in establishing Care PMS as a distinguished portfolio management service. Possessing in excess of three decades of professional experience, he provides effective leadership to the investment team.
Fund Manager, PMS
The Founder Director, a Chartered Accountant by qualification, possesses over 18 years of extensive experience in the capital markets. As a first-generation entrepreneur, his primary responsibilities include in-depth research and business development, critically influencing the firm's strategic expansion and solidifying its standing within the financial industry. He has shared insights and authored articles for prominent publications and has spoken at various forums on equity market dynamics.
Fund Manager, PMS
Holding a Chartered Accountant qualification and having accumulated over seven years of experience at PwC, he became a key member of the firm's core team in 2010. His contributions have been instrumental in the company's sustained growth and its establishment as a leading entity over the past fifteen years. His role involves in-depth research of portfolio investments and oversight of the company's financial operations.
AMC: 2%
AMC: 1%
Hurdle: %
Profit Sharing: 5%
Year 1: 0%
Year 2: 0%
Year 3: 0%
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Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.
This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.
Nothing on this page constitutes investment, financial, or legal advice. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.
Last Updated: January 2026 · Published by Affluense AI (affluense.ai)
