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) |
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Performance Table #
Trailing Returns (%) | 1m return | 3m return | 6m return | 1y return | 2y return | 3y return | 5y return | 10y return | Since inception return |
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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 |
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CapGrow Capital Special Situations | Multi Cap | Mr. Arun Malhotra | 31 October 2018 | 5Y 10M | BSE 500 TRI | 5 |
Portfolio Quality (Q) | Portfolio Risk (R) | Portfolio Consistency (C) | ||||||||
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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 | 15.62% | 12.77% | 61.11% | 28.39% | 0.76 | 21.38% | 3.81 | 4.55% | 0.21 | 50.00 % |
Nifty 500 | 7.48% | 16.41% | 23.89% | 1.20 | 3.98% | 0.20 | 50.00 % | |||
Nifty Midcap 100 | -8.46% | 14.58% | 6.12% | 1.23 | 2.84% | 0.20 | 38.89 % | |||
Nifty Smallcap 100 | -15.98% | 13.99% | -1.99% | 1.15 | 2.17% | 0.16 | 44.44 % |
VIEW DETAILED QUALITY, RISK, CONSISTENCY ANALYSIS
Do Not Simply Invest, Make Informed Decisions
WISH TO MAKE INFORMED INVESTMENTS FOR LONG TERM WEALTH CREATION
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#Returns as of 31 Aug 2024. 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.