The objective of CapGrow- Special Situations Strategy PMS is to gain supernormal returns generated due to the occurrence or non-occurrence of a special situation which takes place due to corporate actions like spin-offs, de-mergers, M&As, capital structure dislocations, distressed securities, statistical imperfections, and so on. The USP is to understand the events, promoter/mgmt. behavior behind it and arrive at a probability based outcome.

Alpha (1Y) | Beta (1Y) | Standard Deviation (1Y) | % of +ve Months (SI) |
---|---|---|---|
23.89% | 1.20 | 21.38% | 61.11% |
Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
---|---|---|---|---|---|---|---|---|---|
Portfolio | -9.6% | -8.2% | -13.7% | 7.7% | 51.3% | 16.5% | - | - | 15.9% |
Nifty 500 | -4.5% | -1.3% | -3.6% | 6.8% | 34.4% | 12.9% | - | - | 14.3% |
QRC Report Card *
Strategy | Category | Fund Manager | Date of Inception | Age Of PMS | Corpus (in Cr, approx) | Benchmark | Returns SI (CAGR) | Stocks In Portfolio | Sectors In Portfolio |
---|---|---|---|---|---|---|---|---|---|
CapGrow Capital Special Situations | Multi Cap | Mr. Arun Malhotra | 31 October 2018 | 3Y 7M | - | Nifty 500 | 15.9% | 15-20 | 5 |
Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
---|---|---|---|---|---|---|---|---|---|---|
Index | Category Alpha (1Y) | Relative Alpha (1Y) |
% of +ve Months
(Fund Data) |
Alpha (1Y) | Beta (1Y) |
Standard Deviation (1Y)
(Fund Data) |
Sharpe Ratio (1Y)
(Fund Data) |
Alpha (SI) | Information Ratio (SI) | Consistency Ratio % |
Nifty 50 | 5.22% | 23.17% | 61.11% | 28.39% | 0.76 | 21.38% | 3.81 | 4.55% | 0.21 | 50.00 % |
Nifty 500 | 2.75% | 21.14% | 23.89% | 1.20 | 3.98% | 0.20 | 50.00 % | |||
Nifty Midcap 100 | -4.40% | 10.52% | 6.12% | 1.23 | 2.84% | 0.20 | 38.89 % | |||
Nifty Smallcap 100 | -8.59% | 6.6% | -1.99% | 1.15 | 2.17% | 0.16 | 44.44 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
Indiabulls Real Estate Limited | 10.05 |
FORBES & COMPANY LTD | 9.01 |
SASKEN COMMUNICATION TECHNOLOGIES LTD. | 5.81 |
IDFC LIMITED | 5.68 |
FORTIS HEALTHCARE LIMITED | 5.55 |
Top 5 Equity Holdings | 36.10 |
Sector Allocation
Holding | % |
---|---|
Pharma | 7.92 |
Hospitals | 9.35 |
Real Estate | 11.77 |
BFSI | 16.35 |
Consumer | 17.66 |
Market Cap Allocation
Allocations | % |
---|---|
Large Cap | 4.9 |
Mid Cap | 26.7 |
Small Cap | 59.3 |
Cash | 9.1 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 31 May 2022. Returns up to 1 Year are absolute, above 1 Year are CAGR.
*QRC Report Card data is updated quarterly. Current data is as of Sep 21.