Capgrow Capital Advisors Llp • Equity
Special Situation is an equity portfolio management service (PMS) strategy run by Capgrow Capital Advisors Llp, launched on 31 Oct 2018. As of 30 Sep 2026, it manages ₹122 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are -1.22% over 1 year, +6.32% over 3 years and +9.33% over 5 years (+15.00% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 2.88 percentage points behind of its benchmark. Its 3-year return ranks 382nd of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by ARUN MALHOTRA.
Ranked nearby on 3-year return: Guardian Asset Management Pvt Ltd-Multi Cap (+6.32%), Mega Trends - Multicap Growth (+6.32%), PINC Future Fund (+6.29%), Others Equity (+6.27%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -3.92% |
| 3 Months | -1.67% |
| 1 Year | -1.22% |
| 3 Years | +6.32% |
| 5 Years | +9.33% |
| Since Inception | +15.00% |
| management fee | Fixed Fees: Fixed Fees upto 2.50% |
| performance fee | Variable Fees: Fixed Fee upto 2.50% Hurdle rate upto 15% Performance fees upto 30% |
| exit load | No Exit load |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callSpecial Situation has a 1-year return of -1.22%, a 3-year return of +6.32%, a 5-year return of +9.33% and +15.00% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Special Situation returned +9.33% against +8.91% for the BSE 500 TRI, 0.42 percentage points ahead. Over 3 years it returned +6.32% against +9.20%; Over 1 year it returned -1.22% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Special Situation's 3-year return of +6.32% ranks 382nd as of 30 Sep 2026.
Special Situation is managed by ARUN MALHOTRA at Capgrow Capital Advisors. The strategy manages ₹122 Cr of client assets as of 30 Sep 2026.
Special Situation manages ₹122 Cr of client assets as of 30 Sep 2026.
The fee structure for Special Situation includes: management fee: Fixed Fees: Fixed Fees upto 2.50%; performance fee: Variable Fees: Fixed Fee upto 2.50% Hurdle rate upto 15% Performance fees upto 30%; exit load: No Exit load.
The minimum investment for Special Situation is ₹50 Lakhs.
Special Situation was launched on 31 Oct 2018. It has a 7-year track record.
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