CapGrow Capital Advisors LLP

CapGrow Capital Advisors LLP

AUM (Cr.)

223.92

Clients

190

Inv. Approach

2

As On Date

30 September 2025

CapGrow Capital Advisors LLP is a Mumbai-based, SEBI-registered Portfolio Management Services (PMS) firm established in 2018, focused on delivering differentiated investment strategies for high-net-worth individuals (HNIs), family offices, and institutional investors. Operating under a discretionary model, the firm empowers experienced fund managers to make investment decisions aligned with clients’ long-term wealth creation goals.

At its core, CapGrow Capital follows a value-oriented, research-driven investment philosophy. The firm emphasizes identifying fundamentally strong businesses trading at reasonable valuations, supported by in-depth, independent research and a structured “5-factor” analytical framework. Risk management is an integral part of its process, ensuring that portfolios are constructed with a balance between growth potential and downside protection.

CapGrow offers two primary PMS strategies—Growth Strategy and Special Situations Strategy. The growth strategy focuses on investing in high-quality companies with sustainable earnings visibility and long-term capital appreciation potential across sectors. In contrast, the Special Situations Strategy adopts an event-driven approach, aiming to capitalize on unique market opportunities such as corporate restructuring, regulatory changes, or special corporate actions that can unlock value.

As of early 2026, the firm manages assets of approximately ₹190–210 crore with a relatively focused set of investment strategies, reflecting its boutique positioning in the PMS industry. This smaller scale allows CapGrow to maintain agility in portfolio construction and take concentrated bets where conviction is high. The firm is led by seasoned professionals, including Founder and CIO Arun Malhotra, who brings over three decades of experience in global equity markets, hedge funds, and institutional investing.

A key differentiator for CapGrow Capital is its “client-first” approach, emphasizing transparency, integrity, and long-term relationships. Rather than chasing short-term market trends, the firm focuses on disciplined investing and value creation over extended time horizons. Its strategies are designed to navigate different market cycles while aiming to generate superior risk-adjusted returns.

Overall, CapGrow Capital Advisors LLP PMS stands out as a specialized investment manager that blends deep research, strategic flexibility, and a long-term perspective. It is particularly suited for investors seeking actively managed, high-conviction portfolios with a focus on both growth opportunities and unique market situations in the Indian equity landscape.

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
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.

AMC Reg. Address

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

AMC Inv. Login Link
Click here
AMC Web. Link
Click here
AMC Social Media
×
Unlock Your Trading Journey Today
Dedicated relationship manager to help in trading and investing