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CapGrow Capital Advisors LLP – Portfolio Management Services (PMS)

CapGrow Capital Advisors is a SEBI registered PMS. CapGrow operates under the discretionary model. It received its license in Oct 2018 and commenced operations in Nov 2018. CapGrow operates the fund under two strategies – Growth Strategy and Special Situations Strategy. Under Growth Strategy, the aim is to generate returns by investing in companies that could offer sustainable long-term capital appreciation and are available at reasonable valuations. The idea is to invest in well-established businesses across sectors with a bias to invest in well managed companies with strong fundamentals and high growth prospects.Special situation is an event driven strategy.

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

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.

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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

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