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CapGrow Special Situation

Scheme Rating

IME Scheme Rating

The Scheme does not meet our selection criteria at this time

Not a recommended fund: This is not a recommended fund, primarily because the AMC does not meet our selection criteria. We believe that there are better fund houses to invest in, within the Indian mutual fund universe.

IME Strategy Rating

Special Situation Focused Strategy: A multi-cap strategy that focuses on special situations such as buy-backs, delisting, spin-offs and demergers, delisting or broken IPOs, and distressed situations.

PMS Scheme Ratings are driven by IME’s Proprietary Scheme Rating Methodology, which takes into account our ratings of the Scheme’s investment strategy, its maturity, the investment team, and our separate rating on the AMC that runs this particular scheme. Our views on each of these individual criteria are available via the IME RMS – which you can view by reaching out to one of our relationship managers (using either the live chat or book appointment feature on this site).

IME View on CapGrow Special Situation

Type: Flexi Cap | Value | AUM (112.5 cr) | Inc Date (31 Oct 2018)

CapGrow Special Stuations- Investment Strategy

CapGrow Special Situations is a multi-cap fund that utilizes special situations that stem from corporate actions including buy-backs, a delisting, spin-offs and demergers, delisting or broken IPOs, and distressed situations.

Trailing Performance

1yr 3yr 5yr Since Inception
CapGrow Special Situation 35.9 2 23.2 21.3
S&P BSE 500 TRI 38.3 20 20 2
Alpha over Broad Mkt BM -2.4 -18 3.2 19.3
Nifty 500 37.3 18.7 18.5
Alpha over Category BM -1.4 -16.7 4.7

Performance as of: 30-Jun-24 | Inception Date: 31-Oct-18

Fund Managers

Arun Malhotra | 3-star rated FM

Founder & Managing Partner | 27 yrs Experience | 6 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.

Fee Structure

Fee StructureFee
Fixed Fee Structure2
Variable Fee Structures1.5% fixed + 20% above 9% hurdle
Exit Fees

AMC

AMC: CapGrow PMS (click link for detailed AMC review)

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.

CapGrow PMS does not meet our criteria for PMS AMC Selection at this time. Understand our AMC rating criteria at AMC Rating Criteria or contact us via the LiveChat to learn more.