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

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.

Investment Objective

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

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.

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%

Disclaimer

* Returns are as on31st December 2025 , * Returns over a 1 year period are annualized * Returns are calculated using the Time Weighted Rate of Return (TWRR) method and as provided by the respective AMCs. *ND (No Data) , * NA(Not Applicable) * Returns of the respective Benchmark Indices used are tabulated above. Benchmark(s) given are as per SEBI circular no. SEBI/HO/IMD/IMD-PoD-2/P/CIR/2022/172 dated December 16, 2022 and the APMI circular no. APMI/2022-23/02 dated 23rd March,2023 and Revised Annexure-1

This profile is provided for general informational purposes only and is based on publicly available information. While reasonable care is taken, the content may not always reflect the latest 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.

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

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