CapGrow Capital Advisors LLP

AUM (Cr.)

223.92

Clients

190

Inv. Approach

As On Date

30 September 2025

ChatGPT said:CapGrow Capital Advisors is a SEBI-registered Portfolio Management Service (PMS) operating under a discretionary model. The firm received its license in October 2018 and commenced operations in November 2018. CapGrow manages funds under two key strategies – the Growth Strategy and the Special Situations Strategy. The Growth Strategy focuses on generating returns by investing in companies that offer sustainable long-term capital appreciation and are available at reasonable valuations. It emphasizes investing in well-managed businesses across sectors with strong fundamentals and high growth potential. The Special Situations Strategy, on the other hand, is an event-driven approach that seeks to capitalize on unique market opportunities arising from corporate actions or structural changes.

PMS Investments

PMS Investment Approach(s)		Returns
Investment Approach	Category	1 Yr Return	2 Yr Return	3 Yr Return	5 Yr Return	Inception Date
Growth Strategy	Multi Cap & Flexi Cap	-12.70%	5.38%	9.55%	17.27%	Oct 2018
Special Situations	Multi Cap & Flexi Cap	-5.01%	10.30%	16.52%	24.53%	Oct 2018

* Returns are as on 30th September 2025, * 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 Managers

Mr. Arun Malhotra

Founder & CIO

Arun is a seasoned professional in the capital markets with over 30 years of experience in equities. His passion for stocks and investing began early, gaining valuable trading and research experience at BLB Ltd. and DBS Securities in the early 1990s. He has worked on the buy side with Manning & Napier, New York (2003–2005, $26 billion AUM) and a U.S.-based hedge fund (2005–2013, $300 million AUM) operating out of Mumbai. Additionally, Arun has served as a consultant to a European investment bank for their India operations while managing proprietary funds in listed equities. His managed funds and proprietary portfolios consistently outperformed benchmarks through a focus on quality stocks and special situation investing. He holds an Executive MBA from FMS Delhi (1997–2000) and a full-time MBA (2001–2003) from a leading finance-focused business school in New York.

CapGrow Capital Advisors LLP

PMS Investments

Portfolio Managers

Mr. Arun Malhotra

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