Strategy performance
Care PMS Large And Midcap
Care Portfolio Managers Private Limited · AUM ₹55.9 Cr · as of Sep 2026
Our read
₹100 grew to ₹173.9 since inception (+18.6% CAGR), with a max drawdown of −18.6%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+15.1%
Since inception
+18.6%
Max drawdown
−18.6%
Volatility
+17.2%
Peer position
Loading peer ranks…
Performance
Care PMS Large And Midcap₹173.9Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −0.9% | −0.3% | −10.5% | +10.1% | +2.4% | −1.6% | +3.1% | −1.9% | −5.6% | −6.3% | |||
| 2025 | −1.9% | −8.3% | +10.0% | +2.5% | +2.4% | +2.9% | −0.4% | −1.9% | +2.9% | +3.1% | −0.5% | +1.5% | +12.0% |
| 2024 | −0.5% | +5.2% | +2.2% | +4.9% | +5.5% | +6.6% | +4.1% | +0.3% | +0.7% | −7.8% | +0.3% | −2.2% | +19.8% |
| 2023 | +6.3% | +1.0% | +6.4% | −1.8% | +10.7% | +11.5% | +38.3% |
Metrics
Tearsheet- 1M return
- −5.6%
- 3M return
- −4.5%
- 6M return
- +5.9%
- 1Y return
- −2.5%
- 2Y CAGR
- −2.6%
- 3Y CAGR
- +15.1%
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +18.6%
- Total return
- +73.9%
- Average month
- +1.5%
- Median month
- +1.5%
- Average up month
- +4.4%
- Best month
- +11.5%
- Best rolling 12M
- +74.4%
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 Large And Midcap performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Care PMS Large And Midcap performed?
- Care PMS Large And Midcap (Care Portfolio Managers Private Limited) shows CAGR 18.56% and max drawdown -18.63% 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 Large And Midcap CAGR / max drawdown?
- CAGR is 18.56%; max drawdown is -18.63%. We only publish CAGR when there are enough months (≥12 on this track of 39 months). Learn more
- Where do Care PMS Large And Midcap 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 Large And Midcap?
- 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