Capgrow - Special Situations

EQUITY MULTI CAP

Aims to uncover unseen opportunities for exceptional returns by identifying and capitalizing on corporate actions and market anomalies.

+11.91%

3Y annualised returns

+12.53%

Benchmark returns (S&P BSE 500 Total Return Index)

Launch date

31 Oct '18

Total AUM

₹148.03Cr

Min. investment

₹50,00,000

Benchmark

S&P BSE 500 Total Return Index

Portfolio analysis

Equity / Debt / Cash split

Equity96.9%

Cash2.5%

Equity market cap split

Small Cap63.4%

Large Cap22.4%

Mid Cap13.1%

Min. investment & fees structure

Min. investment for 1st time

SEBI mandates a minimum investment for investing in PMS

₹50,00,000

Exit load

Fee charged on redemption before the completed holding period

0.00%

PMS management

AM
Arun Malhotra
Fund Manager
View details

About

A veteran in the capital markets with more than 30 years of equity experience. Passionate about Stocks and Investing since childhood and gained trading and research experience at BLB Ltd. and DBS Securities in the early 1990s. Arun has worked on the buy side with Manning & Napier, New York (2003-05, $26bn AUM) and a U.S hedge fund (2005 -2013, AUM $300 mn) based out of Mumbai. He has also been involved as a consultant to a European Investment Bank for their business in India along with managing proprietary funds in listed equities. The performance of the managed funds and later the proprietary portfolio exceeded the benchmarks with a complete focus on quality stocks and special situation investing. Education: Executive MBA from FMS Delhi (1997-2000) and full-time M.B.A (2001-03) from one of the top business schools of finance in New York.

Experience

Over 30 years of experience in equity research and trading.

Investment philosophy

Specializes in quality stocks and special situation investing.

Previously worked at