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CapGrow PMS

PMS Rating

IME PMS Rating

AMC does not meet our selection criteria at this time

Not a recommended AMC: Capgrow PMS is yet too young and sub-scale in order to recommend investments. Additionally, the track record of the core investment team is still to be established.

The PMS/AIF AMC Rating is derived on the basis of our analysis on 5 key qualitative parameters that we use to analyse the quality of a PMS/AIF Provider. These include an assessment of the size of the AMC, the pedigree of the AMC, the pedigree of the team, the value of the investment philosophy & the level of differentiation. These insights of our central research team are documented in the IME RMS, and can be accessed during a consultation call with an IME PMS specialist.

PMS Background

Discretionary AUM (176cr) | Promoter Category ()

PMS Background

CapGrow PMS is a young PMS house (established in 2018) that is founded by Arun Malhotra (a seasoned equities professional with over 25 years experience).

PMS Investment Philosophy

CapGrow PMS is essentially a value investor in growth businesses. While the core focus is on value, there is also a requirement of earnings growth that can act as a catalyst for re-rating.

Focusing on investing in value with requirement of earnings growth.

Inv Team

Investment Team

Arun Malhotra | 3-star rated FM

Founder & Managing Partner | 27 yrs Experience | 7 yrs at current firm

Past Experience: Owner & Managing Partner (Santalum Capital), Advisor (ISM Capital)

Arun Malhotra’s 25 years of experience in Indian Capital markets is filled with building and consulting businesses, and benchmark beating portfolios with specific investment themes. He was instrumental in building DBS Securities’ Indian equity broking operations from scratch. Experienced in distressed investing during his role at a US hedge fund in 2005 through 2013 with $300mn AUM at peak corpus. Arun was also a consultant to a European Investment Bank for their business in India, where the prop portfolio’s focus on quality stocks and special situations beat the benchmark.

PMS/AIF Schemes

PMS & Listed Equity AIF Schemes

Scheme Category Style 1 yr 3 yr 5 yr Since Inc
CapGrow Growth Flexi Cap GARP 27.2 12.4 18.4 15.8
CapGrow Special Situation Flexi Cap Value 28.1 18.5 30 21.9

Returns as of 30-Sep-24.

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