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Care PMS Large & Midcap Strategy categorised as one of the best performing strategy in Feb 2021

In the recent article published by www.moneycontrol.com, our newly launched strategy “Care PMS Large & Midcap” was among the top performing strategy in Large & Midcap category based on monthly data of Feb 2021.

Care PMS Large & Midcap strategy was launched in July 2020 and is just 8 months into existence.

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Vishal ShahCare PMS Large & Midcap Strategy categorised as one of the best performing strategy in Feb 2021
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SEBI’s new rule for Multicap schemes of Mutual Funds

SEBI on September 11, 2020 released a direction for multicap schemes of mutual fund for investing minimum 25% of funds in each marketcap i.e. Large, Mid and Small. Presently, there is around 1.5 Lakh crores of assets under multicap category of mutual fund and majority of allocation is towards largecap and only ~5% funds are invested in smallcaps.

“This is definitely a welcome move, as good companies beyond 251st rank, will see new Rs 25,000 crore (Rs 10,000 crore already invested in smallcap companies) by January 2021. New SEBI guidelines will give a free hand to fund manager of multi-cap MF schemes (same size as largecap schemes-quite favourite amongst investors) to invest in good companies in smallcap basket. Also, the smallcap basket, ignored owing to the focus on top 250 companies, will gain attention and will support the current broad-based rally of 2020, compared to the polarised market of the past two years. The view is shared by Amit Doshi, Investment Director with moneycontrol.com.

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Vishal ShahSEBI’s new rule for Multicap schemes of Mutual Funds
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Recent coverage of Care PMS strategy by Bloomberg Quint

Recent coverage of Care PMS strategy by Bloomberg Quint

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Small Caps To Be Back In Vogue In 2020, Says The Portfolio Manager With Best Returns In December…Click image to read full article

Article Published on January 13, 2020

Vishal ShahRecent coverage of Care PMS strategy by Bloomberg Quint
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PMS firms woo clients as a hike in investment threshold looms

Portfolio Management Service (PMS) firms are going all out to pull in clients before the new year when the minimum investment threshold is expected to double. Currently, an investor must put up at least Rs 25 lakh to be eligible for PMS schemes, which mostly cater to the rich, to accept at least Rs 25 lakh from an investor. This is expected to go up to Rs 50 lakh from January 1.

PMS firms fear the new minimum investment requirements could make it tougher for them to attract investors in challenging market conditions. “It is important to acquire new clients as many investors start small and increase their commitments once they are comfortable with the portfolio manager,” says Amit Doshi, investment director, CARE PMS.

Click here to read more about this article in Economic Times

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