CapGrow Capital Advisors Special Situations Scheme

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About Company

CapGrow Capital was established in 2018 as a specialised Portfolio Management Company offering innovative investment strategies that aim to provide sustainable long term returns to its clients. The core team has a combined experience of 50+ years in capital markets. We continuously focus on relationships and offer personalised services to each of our clients. A strong in-house research team and high levels of service is a promise to our clients

Fund Snapshot

Year of Inception 2018
Number of Stocks NA
Investment Horizon Long Term
Fund Managers Arun Malhotra

Investment Philosophy

  • Capgrow Capital Advisors Special Situations Scheme is a multicap fund. CapGrow operates under the discretionary approach.
  • The fund aims to gain through special situations by the corporates. These include demergers, dilisting, buy-backs, spin-offs and more. 

About Fund Manager

MR. ARUN MALHOTRA PORTFOLIO MANAGER & PARTNER

Mr. Arun has worked in the Indian capital markets for over 25 years. Since his boyhood, he has had an interest in stocks and investing. In the early 1990s, he earned trading and research expertise with BLB Ltd before moving to DBS Capital Trust Securities (part of DBS Bank, Singapore) in 1997 to establish their Indian stock broking business from the ground up. He was in charge of their company strategy, as well as compliance and operations. In 2003, he worked with Manning & Napier in Rochester, New York, before returning to India in 2005 to join a US hedge fund in Mumbai. Randal Smith, a pioneer in distressed investment, advocated this fund. He co-managed this fund with a colleague until 2013

Unique Feature

Gain Through Special Situations

Product - AMC Category AUM (in Cr.) Performance 1M 3M 6M 1Y 2Y 3Y 5Y 10Y SI

Growth Strategy

AMC Name: CapGrow Capital Advisors LLP Inc Date: 10/31/18
Multi Cap
(PMS)
98.29 Strategy 5.98 6.40 14.26 25.56 9.74 18.55 14.03 NA 14.29
S&P BSE 500 - TRI 8.03 12.35 18.51 26.55 15.14 20.40 17.63 NA 18.49

SPECIAL SITUATION INVESTMENT APPROACH

AMC Name: CapGrow Capital Advisors LLP Inc Date: 10/31/18
Multi Cap
(PMS)
Undisclosed Strategy 1.09 5.23 20.64 35.49 13.40 28.32 20.83 NA 20.72
S&P BSE 500 - TRI 8.03 12.35 18.51 26.55 15.14 20.40 17.63 NA 18.49

Book a call with our experts

For any queries, contact us on Mobile: +91 95616 10108, Landline: 020-48627339,Toll Free: 1800 210 1995, Email: [email protected]     Whatsapp-logo

Disclaimer: Investing Involves Risk. This document is for information purposes only and should not be viewed as a legal offering document or solicitation. Offers to invest in this fund are made only by the Discretionary Portfolio Management Services Agreement. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. We do not guarantee any returns in the hand of investors not we take any sort of accountability for the performance of the scheme. The above-mentioned data is collected from the respected Fund house please verify the same at SEBI website.