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Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
Past performance is not indicative of future returns. All returns are time-weighted (TWRR). Investments in securities markets are subject to market risks. Read all the related documents carefully before investing.
Investments in securities markets are subject to market risks. Read all the related documents carefully before investing. Past performance is not indicative of future returns.
| Period | This strategy | S&P BSE 500 TRI | Difference |
|---|---|---|---|
| 1 Month | −3.9% | −5.6% | +1.6% |
| 3 Months | −1.7% | −3.6% | +1.9% |
| 6 Months | +21.7% | +8.1% | +13.6% |
| 1 Year | −1.2% | −2.3% | +1.1% |
|---|
| 2 Years | −3.1% | −3.9% | +0.8% |
|---|
| 3 Years (CAGR) | +6.3% | +9.2% | −2.9% |
|---|
| 4 Years (CAGR) | +11.8% | +11.2% | +0.6% |
|---|
| 5 Years (CAGR) | +9.3% | +8.9% | +0.4% |
|---|
| Since launch | +15.0% | +11.7% | +3.3% |
|---|
As of Sept 2026
Risk metrics as of 2026-09-01 · 68-month window · Source: Computed from NAV history
Maximum drawdown: 24.6%
CapGrow Capital Advisors’s story and investment philosophy are on the CapGrow Capital Advisors firm page.
Arun Malhotra
Founder & Partner
30+ years of experience in strategic investing with specialization in Special Situations investment opportunities. Buy-side experience with Manning & Napier, New York (USD 17bn AUM) and a USD 300mn hedge fund in India (an associate of US based Alden Global Capital, run by legendary Randall D. Smith, known as a pioneer of distressed investing). Executive consultant for a prestigious European Investment Bank in India. Solid investment research and trading stints at BLB Limited and DBS Securities (part of DBS Bank, Singapore).
Deepak Malhotra
Partner
India specialist investment manager with an experience of 30+ years in investment management, research and risk analysis across global emerging markets accompanied by a demonstrated track record of delivering superior risk & volatility adjusted returns. Buy-side experience with IMGF, a global investment fund dedicated to public equities in India, CFL, a UK based family office managing a multi-asset global investment portfolio, and Max Group, a leading multi business conglomerate with presence in insurance, healthcare & real estate. Previous professional assignments include working with Caspian Securities, a UK based boutique investment bank dedicated to global emerging markets, Anand Rathi Group, a leading financial services and wealth management firm, and CRISIL (An S&P GLOBAL Company), one of the world's leading credit rating agencies.
Niharika Karnani
Designated Partner
Niharika Karnani holds an MBA in Finance from S.P. Jain Institute of Management & Research (SPJIMR) and is also a qualified Chartered Accountant (CA) and Company Secretary (CS). She began her career with KPMG India in the Due Diligence practice, where she gained experience across multiple sectors. Thereafter, she was associated with Hindustan Unilever Limited (HUL) as a Category Finance Manager in the Home & Hygiene division, managing the P&L of leading brands. At present, she serves as a Designated Partner at CapGrow Capital Advisors LLP, overseeing Research and other key functions related to the Portfolio Management Services (PMS) division, with a focus on investment research, financial analysis, and process development.
Registration No
INP000006147
Fund Manager
Mr.Arun Malhotra
Principal Officer
Mr.Arun Malhotra
Inflow
₹1.61 Cr
Outflow
₹3.55 Cr
Net
₹-1.94 Cr
Not reported — complaint data for this strategy isn't available yet.
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