Strategy performance
Care PMS Growth Plus Value
Care Portfolio Managers Private Limited · AUM ₹984 Cr · as of Sep 2026
Our read
₹100 grew to ₹169.1 since inception (+17.6% CAGR), with a max drawdown of −24.3%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+11.6%
Since inception
+17.6%
Max drawdown
−24.3%
Volatility
+19.7%
Peer position
Loading peer ranks…
Performance
Care PMS Growth Plus Value₹169.1Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −2.1% | +0.8% | −9.7% | +13.8% | +2.6% | +4.5% | +0.3% | +1.3% | −2.8% | +7.4% | |||
| 2025 | −6.3% | −10.8% | +9.1% | +1.5% | +6.8% | +3.8% | −3.5% | −1.6% | +1.9% | +1.3% | −3.1% | −0.3% | −3.1% |
| 2024 | +5.5% | −4.0% | −5.3% | +11.4% | +0.8% | +13.0% | +5.8% | +1.0% | +1.3% | −4.3% | −3.8% | −1.6% | +19.4% |
| 2023 | +10.4% | +6.8% | +3.2% | +2.6% | +5.3% | +3.5% | +36.2% |
Metrics
Tearsheet- 1M return
- −2.8%
- 3M return
- −1.3%
- 6M return
- +20.4%
- 1Y return
- +5.0%
- 2Y CAGR
- −2.9%
- 3Y CAGR
- +11.6%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +17.6%
- Total return
- +69.1%
- Average month
- +1.5%
- Median month
- +1.3%
- Average up month
- +4.7%
- Best month
- +13.8%
- Best rolling 12M
- +65.8%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Sep 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Care PMS Growth Plus Value performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Care PMS Growth Plus Value performed?
- Care PMS Growth Plus Value (Care Portfolio Managers Private Limited) shows CAGR 17.55% and max drawdown -24.32% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Care PMS Growth Plus Value CAGR / max drawdown?
- CAGR is 17.55%; max drawdown is -24.32%. We only publish CAGR when there are enough months (≥12 on this track of 39 months). Learn more
- Where do Care PMS Growth Plus Value returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Care PMS Growth Plus Value?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more