CapGrow Capital Advisors LLP
AUM (Cr.)
215.44
No. of Clients
164
No. of Investment Approach
2
As On
31 October 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 | 27.94% | 19.42% | 11.33% | 16.76% | 14.90% |
Special Situations |
MULTI CAP | 22.04% | 25.63% | 15.81% | 28.12% | 20.56% |
* Returns are as on 31st October 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
Founder & CIO
AMC Registered Address
203 - A, Gitanjali Arcade,2ndFloor, Nehru Road, Vile Parle East,Mumbai,Maharashtra,India-400057
SEBI Reg No : INP000006147
AMC Investor Login Link
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AMC Website Link
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