CapGrow Capital Advisors LLP

CapGrow Capital Advisors LLP

AUM (Cr.)

196.45

No. of Clients

167

No. of Investment Approach

2

As On

31 January 2024

CapGrow Capital Advisors is a SEBI registered PMS. CapGrow operates under the discretionary model. It received its license in Oct 2018 and commenced operations in Nov 2018. CapGrow operates the fund under two strategies – Growth Strategy and Special Situations Strategy. Under Growth Strategy, the aim is to generate returns by investing in companies that could offer sustainable long-term capital appreciation and are available at reasonable valuations. The idea is to invest in well-established businesses across sectors with a bias to invest in well managed companies with strong fundamentals and high growth prospects.Special situation is an event driven strategy.

PMS Investment Approach(s) Returns
Investment Approach Category 1 Yr 2 Yr 3 Yr 5 Yr Inception Date
Growth Strategy
MULTI CAP 26.87% 9.50% 17.75% 14.70% 31 Oct, 2018
Special Situations
MULTI CAP 42.09% 16.23% 30.03% 22.83% 31 Oct, 2018

* Returns are as on 31 January 2024, * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1


Portfolio Manager Profile

Mr. Arun Malhotra

Mr. Arun Malhotra

Founder & CIO

AMC Registered Address

203 - A, Gitanjali Arcade,2ndFloor, Nehru Road, Vile Parle East,Mumbai,Maharashtra,India-400057
SEBI Reg No : INP000006147

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