Affluense AI AFFLUENSE

Growth Strategy

CapGrow Capital Advisors LLP
PMS Multi Cap & Flexi Cap
Benchmark
S&P BSE 500 TRI
Inception Date
31 October 2018
Min. Investment
₹50,00,000
SIP Available
Yes
STP Available
No

Investment Strategy

Investment Approach

Our investment strategy focuses on identifying and acquiring stakes in companies with robust underlying fundamentals, led by management teams demonstrating high ethical standards. This approach is inherently long-term. A key tenet of our process is to ensure that the acquisition price reflects a prudent valuation relative to projected growth prospects, thereby avoiding overpayment.

Investment Objective

The investment strategy aims to achieve capital growth by identifying companies with robust fundamentals that demonstrate the potential for sustained long-term appreciation, while ensuring acquisition at opportune market valuations.

Performance Returns

Returns as on 2025-12-31

Trailing Returns

Period Strategy Benchmark Outperformance
1 MONTH -1.03% -0.24% -0.79%
3 MONTHS 2.79% 5.02% -2.23%
6 MONTHS -3.89% 1.63% -5.52%
1 YEAR -5.11% 7.63% -12.74%
2 YEAR 3.59% 11.64% -8.05%
3 YEAR 10.44% 16.40% -5.96%
5 YEAR 12.31% 16.82% -4.51%
SINCE INCEPTION 11.20% 16.53% -5.33%

Calendar Year Performance

Year Return
CY 2025 -5.11%
CY 2024 13.08%
CY 2023 25.55%
CY 2022 -4.10%
CY 2021 38.31%
CY 2020 9.11%
CY 2019 6.09%
CY 2018 3.50%

Financial Year Performance

Year Return
FY 26_YTD 10.17%
FY 25 4.45%
FY 24 23.65%
FY 23 -3.26%
FY 22 20.11%
FY 21 78.98%
FY 20 -33.33%
FY 19 9.20%

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

Fund Managers

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).

Portfolio Details

Portfolio Composition

Large Cap
40.44%
Mid Cap
2.63%
Small Cap
55.59%
Cash & Equivalent
0.00%

Top 5 Holdings

  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A
  • Undisclosed N/A

Top 5 Sectors

  • Financial Services 30.16%
  • Information Technology 12.12%
  • Capital Goods 10.94%
  • Fast Moving Consumer Goods 10.55%
  • Telecommunication 7.66%

Portfolio Characteristics

total number of stocks
N/A
top 5 stocks percent
N/A
top 5 sectors percent
71.43%
average market cap
N/A
portfolio age
7 Yrs, 2 Months
sip
Available
stp
Not Available

Fee Structure

Fixed Fee

AMC: 2.5%

Variable Fee

AMC: No Option

Hurdle: 9%

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

Exit Load

Year 1: 0%

Year 2: 0%

Year 3: 0%

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Disclaimer

Returns are as of 2025-12-31. Returns for periods up to one year are not annualized. Returns for periods exceeding one year are annualized. Returns are computed using the Time Weighted Rate of Return (TWRR) methodology and are provided by the respective Asset Management Companies (AMCs). 'ND' denotes 'No Data', and 'NA' denotes 'Not Applicable'. The performance of the respective Benchmark Indices is presented above. Benchmark(s) are as defined in SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022, APMI circular no. APMI/2022-23/02 dated March 23, 2023, and Revised Annexure-1.

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. Investment decisions should be made after consulting a qualified advisor and reviewing official scheme documents.

Last Updated: January 2026 · Published by Affluense AI (affluense.ai)