How Care PMS Deliver a 40% CAGR over the last 5 years?
The low March 2020 base, strong domestic institutional inflows, and our stock selection and small-cap allocation explain the five-year outcome.
Key insights
- Three factors explain the strong performance of recent years.
- March 2020 marked the market bottom, a low base that provided a tailwind to subsequent returns.
- After COVID, domestic institutional investors arrived in force, and their steady flows supported the market.
- Our stock selection was sound, and the small-cap allocation worked particularly well, in small-caps, a single strong performer can lift the whole portfolio, and we had several.
- We remain committed to our process, with a since-inception (2011) CAGR of 21%, including the COVID drawdown.
- Disciplined, focused and patient investing can continue to deliver strong returns over the next five years.
Disclaimer. PMS investments are subject to market risks. Read all the risk factors and disclosures available on the website carefully before investing. This content is for information only and does not constitute a recommendation. Care Portfolio Managers Pvt. Ltd. · SEBI Regn. No. INP000004128.
More from Portfolio craft
Before we Invest
Not every researched company belongs in a portfolio. At Care PMS, disciplined investing also means knowing when to walk away by assessing balance sheet strength, growth visibility, management execution, capital allocation and cash flows.
Read the insight
Investment room – When a great stock gets expensive
A sharp stock rally does not always mean more upside remains. Episode 1 of Inside the Investment Room explores how investors can assess whether rising prices are supported by business execution or have moved ahead of future return potential.
Read the insight
Focused Portfolio Construction
How high-conviction portfolios are built through disciplined research and active monitoring, with transparency and personalisation.
Read the insightBegin 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.