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CapGrow Capital Advisors LLP – Portfolio Management Services (PMS)

CapGrow Capital Advisors is a Portfolio Management Service (PMS) provider registered with the Securities and Exchange Board of India (SEBI). The firm functions under a discretionary investment management framework. It obtained its license in October 2018 and initiated its operations in November 2018. CapGrow manages client portfolios through two distinct investment strategies: * **Growth Strategy:** This strategy focuses on achieving returns by investing in companies demonstrating potential for sustained long-term capital appreciation, provided they are available at attractive valuations. The investment approach prioritizes well-established businesses across various sectors, with a preference for companies exhibiting strong fundamental characteristics, proficient management, and robust growth outlooks. * **Special Situations Strategy:** This strategy is event-driven.

AUM (₹ Cr)

211.88

Clients

199

Strategies

2

As On

31 December 2025

Investment Strategies & Performance

Portfolio Management Services (PMS)

CapGrow Capital Advisors LLP Portfolio Management Services (PMS) - Performance Returns
Strategy Category 1Y 3Y 5Y Inception
Growth Strategy Multi Cap & Flexi Cap -5.11% 10.44% 12.31% Oct 2018
Special Situations Multi Cap & Flexi Cap -10.83% 14.59% 18.59% Oct 2018

Past performance is not indicative of future results. Returns are subject to market risks.

Portfolio Managers & Fund Management Team

Mr. Arun Malhotra

Founder & CIO

With over three decades of dedicated experience in the capital markets, particularly in equity analysis and investment management, this professional brings a wealth of expertise. Their foundational interest in securities and investment strategies, cultivated from an early age, was further solidified through early career exposure to trading and research at BLB Ltd. and DBS Securities in the initial part of the 1990s. Subsequent to this, they gained valuable buy-side experience with Manning & Napier in New York (2003-2005), managing assets under management (AUM) totalling $26 billion, followed by a tenure at a Mumbai-based US hedge fund (2005-2013) with an AUM of $300 million. Their engagement also extended to providing consultancy services to a European Investment Bank concerning its India operations, alongside direct management of proprietary portfolios in listed equities. The investment strategies employed, emphasizing high-quality stocks and special situations, consistently delivered performance exceeding relevant market benchmarks for both managed and proprietary funds. Academically, they hold an Executive MBA from FMS Delhi (1997-2000) and a full-time MBA from a premier US financial institution in New York (2001-2003).

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Regulatory Information

SEBI Registration: INP000006147

Registered Office: 203 - A, Gitanjali Arcade,2ndFloor, Nehru Road, Vile Parle East,Mumbai,Maharashtra,India-400057

Disclaimer

This page is provided solely for general informational purposes in relation to the strategy and is based on publicly available information. While reasonable care has been taken to ensure accuracy, the information may not reflect the most recent updates.

Nothing on this page constitutes investment, financial, or legal advice, nor should it be considered a recommendation. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

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Last Updated: December 2025 · Published by Affluense AI (affluense.ai)