Capgrow - Growth

What this strategy is

The Growth Strategy involves Investing in businesses with:- Moats Strong entry barriers Top quality management High capital efficiency Reasonable valuations The stock selection involves in-depth industry research and company analysis Invest with a focus on valuation with an adequate margin of safety relative to its intrinsic value. ## Age: 7 Years 9 Months As On: 31 Jul 2026 ## Arun Malhotra Founder & Cio 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. <!-- image --> Fund AUM (cr.) 45.09 <!-- image --> ## Absolute Rolling Returns (Timeframe - Since Inception) Rolling Window - 1 Year <!-- image --> <!-- image --> ## Absolute Rolling Returns (Timeframe - Since Inception) Rolling Window - 3 Year <!-- image --> Capgrow - Growth S&P BSE 500 Total Return Index <!-- image --> ## Absolute Rolling Returns (Timeframe - Since Inception) Rolling Window - 5 Year <!-- image --> <!-- image --> Capgrow - Growth S&P BSE 500 Total Return Index <!-- image --> Active Rolling Return - 1 Year <!-- image --> <!-- image --> Active Rolling Return - 3 Year <!-- image --> <!-- image --> ## Performance * These charts are based on the NAV provided by the AMC and are subject to change if the NAV is revised by the source. <!-- image --> <!-- image --> Capgrow - Growth S&P BSE 500 Total Return Index Risk & Volatility Measures - 1 Year Risk & Volatility Measures - 3 Year`s ## Detailed Portfolio ## Sector Weights <!-- image --> ## Equity Market Cap <!-- image --> Consumer Goods ## Investment Style <!-- image --> ## Trend AUM <!-- image --> ## DISCLAIMER & LIMITATION OF LIABILITY THE SERVICE/INFORMATION IS DERIVED FROM SELECTED PRIVATE AND PUBLIC SOURCES SUCH AS AMC FACTSHEETS/DISCLOSURES. 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