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 | -1.60% | 1.40% | 23.10% | -4.70% | 25.10% | 28.00% | - | - | 17.50% |
Nifty 500 | -3.10% | 4.20% | 15.40% | 3.00% | 15.80% | 16.10% | - | - | 14.60% |
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 | 4Y 2M | - | Nifty 500 | 17.50% | 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 | 1.84% | 26.55% | 61.11% | 28.39% | 0.76 | 21.38% | 3.81 | 4.55% | 0.21 | 50.00 % |
Nifty 500 | -0.19% | 24.08% | 23.89% | 1.20 | 3.98% | 0.20 | 50.00 % | |||
Nifty Midcap 100 | -5.79% | 11.91% | 6.12% | 1.23 | 2.84% | 0.20 | 38.89 % | |||
Nifty Smallcap 100 | 2.89% | -4.88% | -1.99% | 1.15 | 2.17% | 0.16 | 44.44 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Portfolio Holdings
Holding | % |
---|---|
ESCORTS LIMITED | 7.31 |
Indiabulls Real Estate Limited | 6.88 |
ZEE ENTERTAINMENT ENTERPRISES LTD | 6.75 |
EDELWEISS FINANCIAL SERVICES LIMITED | 6.44 |
NATCO PHARMA LIMITED | 4.92 |
Top 5 Equity Holdings | 32.30 |
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 | 11.90 |
Mid Cap | 27.30 |
Small Cap | 54.20 |
Cash | 6.60 |
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION

Disclaimer
#Returns as of 31 Dec 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.