What is the hurdle rate of CapGrow - Growth Strategy?

The hurdle rate of CapGrow - Growth Strategy is 9%.

What is the fixed fee charged in CapGrow - Growth Strategy ?

The fixed fee charged in CapGrow - Growth Strategy is 2.50%.

What is the variable fee charged in CapGrow - Growth Strategy ?

There is no option for Variable fee.

What is the profit sharing in CapGrow - Growth Strategy ?

The profit sharing in CapGrow - Growth Strategy is 20% Profit sharing above 9% Hurdle or 30% Profit sharing above 9% Hurdle.

What is the minimum investment in CapGrow - Growth Strategy ?

The minimum investment in CapGrow - Growth Strategy is ₹50 Lacs

What type of scheme is CapGrow - Growth Strategy?

CapGrow - Growth Strategy is an Equity scheme. It falls in the Multi Cap AND Flexi Cap category.

What is the inception date of CapGrow - Growth Strategy?

The inception date of CapGrow - Growth Strategy is Oct 31, 2018.

CapGrow - Growth Strategy

CapGrow Capital Advisors LLP
Multi Cap AND Flexi Cap

87
Out of 118*
Compare
Share

Portfolio age7 years, 1 month

4.57%

4.27%

Hurdle Rate**9%

Fixed fee2.50%

Min. Investment₹50 Lacs

*Ranking of the scheme in the peer group is based on its return for the longest period available

**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

TRAILING PERFORMANCE

(As on 31/10/2025)

Compare the performance of the PMS scheme against benchmark across different time periods.

PERFORMANCE

Calendar YearFinancial Year

No Data Available

DETAILED PORTFOLIO

EQUITY (Undisclosed)

CASH AND EQUIVALENT (1.46%)

Allocation by Market Cap

Small Cap (33.68%)

Mid Cap (21.4%)

Large Cap (42.44%)

Sector Holdings

Financial Services29.05%
Capital Goods11.74%
Information Technology8.87%
Healthcare8.61%
Consumer Durables8.32%

Stock Holdings

Undisclosed

PORTFOLIO MANAGERS

Arun Malhotra

Manager Rank152 Out of 168
i
Rank is based on 3-year return
Schemes Managed2
Total AUMUndisclosed
Highest Return In 1 Yr3.03%

Profile

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.

Other Schemes

1m 3m 6m 1y 3y 5y

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CapGrow - Growth Strategy

AUM (₹ Cr)

UNDISC.

Hurdle Rate

Benchmark

S&P BSE 500 TRI

FUND SUMMARY

AUM (₹ Cr)

UNDISC.

(As on Oct, 2025)

Inception Date

Oct 31, 2018

Min. Investment

₹50 Lacs

SIP Option

Available

STP Option

Not Available

Exit Load

Exit load is 0%

Reporting Structure

TWRR Pooled

Time Weighted Rate of Return

FEE STRUCTURE

Fixed Fee

2.50%

Variable Fee

No Option

Hurdle Rate

Profit Sharing

20% Profit sharing above 9% Hurdle or 30% Profit sharing above 9% Hurdle

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INVESTMENT PHILOSOPHY

Objective

To generate returns by investing in fundamentally sound companies that can offer sustainable long-term capital appreciation and are available at reasonable valuations.

Investment Approach

Investing in fundamentally sound companies run by ethically strong managements from a long-term perspective. We see to it that we do not over-pay for the projected growth.