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GROWTH

GROWTH is a Equity Portfolio Management Service launched by Capgrow Capital Advisors Llp on October 2018. Managed by ARUN MALHOTRA, the fund holds ₹44 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh, with a Fixed fees upto 2.5%% fixed fee and Fixed fees - upto 2.50% Hurdle rate: upto 15% Performance: upto 30%% performance fee. Trailing returns: -9.42% (1Y), 4.94% CAGR (3Y), 9.59% since inception. Performance data as of July 2026.

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GROWTH

Capgrow Capital Advisors Llp

44.14 CR AUM

GROWTH

GROWTH

Capgrow Capital Advisors Llp

44.14 CR AUM

BSE 500 TRI
Benchmark
7yr 8mo
Age
EQUITY
Strategy
Fixed fees upto 2.5%
Fixed Fees
Fixed fees - upto 2.50% Hurdle rate: upto 15% Performance: upto 30%
Variable Fees
No Exit load
Exit Load
BSE 500 TRI
Benchmark
7yr 8mo
Age
EQUITY
Strategy
Fixed fees upto 2.5%
Fixed Fees
Fixed fees - upto 2.50% Hurdle rate: upto 15% Performance: upto 30%
Variable Fees
No Exit load
Exit Load
Fund manager

arun malhotra

Fund Manager
EQUITYStrategies

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.

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.

What is this fund's investment objective?

The aim of the strategy is to generate returns by investing in companies that could offer sustainable long-term capital appreciation and are available at reasonable valuations. The Portfolio Manager believes that there are various reasons that could help to achieve the 'Delta' (change) by a particular company in their financial performance. The focus is on Growth in both revenue and profitability and cash flows. A lot of weight is attached to the Management, their past track record, execution capability, and corporate governance.

How has GROWTH performed?

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Wealth Creation Calculator

1M IA return
3.30%
1M benchmark return
1.73%
Alpha
1.57%
1M Wealth multiple
1.03x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
3.30%
1M benchmark return
1.73%
Alpha
1.57%
1M Wealth multiple
1.03x

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