IA: Large & Midcap
Performance (values in %)
Portfolio snapshot
Asset allocation
Equities 98% of portfolio- Equities98%
- Cash2%
Market capitalisation
Large caps at 58%- Large caps58%
- Mid caps40%
- Cash2%
Invest in 15–20 companies with sustainable businesses that endure across market cycles, selected from the top 250 companies by market capitalisation.
Portfolio data as on 30 September 2026, in nearest percentages. Returns are not verified by SEBI.
The factsheet
Open the official factsheet to view the complete performance, allocation and holdings data.
View factsheet PDFKey features of the portfolio
- Investing only in listed Indian companies
- No exposure to derivatives
- Holding period of more than 12–15 quarters
- Blend of growth and value investing
- Maximum single-security exposure of 12%
- Maximum single-sector exposure of 20%
Important. Investment into equities is subject to market risk. Please read the disclosure document carefully before investing. Returns are not verified by SEBI. Care Portfolio Managers Pvt. Ltd. · SEBI Regn. No. INP000004128.
Begin your Care PMS journey.
Invest directly with a SEBI registered portfolio manager, as a resident or a non-resident investor. Contact us at connect@carepms.com and our team will guide you through every step.
- 01
Consultation
A conversation with our team about your objectives, investment horizon and risk appetite, and the approach best suited to them.
- 02
Documentation
A PMS bank account and demat account are opened in your name. You sign the PMS agreement and grant the Power of Attorney.
- 03
Portfolio activation
Invest fresh funds of ₹50 lakh or more, or introduce an existing portfolio. Statements and reporting follow every month.