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SPECIAL SITUATION

SPECIAL SITUATION is a Equity Portfolio Management Service launched by Capgrow Capital Advisors Llp on October 2018. Managed by ARUN MALHOTRA, the fund holds ₹129 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh, with a Fixed Fees upto 2.50%% fixed fee and Fixed Fee upto 2.50% Hurdle rate upto 15% Performance fees upto 30%% performance fee. Trailing returns: -6.39% (1Y), 11.91% CAGR (3Y), 15.78% since inception. Performance data as of July 2026.

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SPECIAL SITUATION

Capgrow Capital Advisors Llp

129.41 CR AUM

SPECIAL SITUATION

SPECIAL SITUATION

Capgrow Capital Advisors Llp

129.41 CR AUM

BSE 500 TRI
Benchmark
7yr 8mo
Age
EQUITY
Strategy
Fixed Fees upto 2.50%
Fixed Fees
Fixed Fee upto 2.50% Hurdle rate upto 15% Performance fees upto 30%
Variable Fees
No Exit load
Exit Load
BSE 500 TRI
Benchmark
7yr 8mo
Age
EQUITY
Strategy
Fixed Fees upto 2.50%
Fixed Fees
Fixed Fee upto 2.50% Hurdle rate upto 15% Performance fees 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 main objective of the strategy is to utilize the special situations of the Company, the corporate events that could be either Buyback, Spin-offs, Demerger, Delisting or Broken IPOs, or maybe distressing situations. This is a strategy that will be market neutral to a large extent and will depend upon the events likely to happen in the future. These are corporate events that create shareholder value and are also a function of the behavioral finance of the business owners. The distressed situations are an interesting piece that happens every 6-8 years in cyclical industries and offers decent upside. These strategies are not linked to the market movements but are dependent on the likelihood of corporate events happening in the future.

How has SPECIAL SITUATION performed?

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Wealth Creation Calculator

1M IA return
4.34%
1M benchmark return
1.73%
Alpha
2.61%
1M Wealth multiple
1.04x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
4.34%
1M benchmark return
1.73%
Alpha
2.61%
1M Wealth multiple
1.04x

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