- Manager
- Capgrow Capital Advisors
- Service
- Discretionary
- Asset class
- Equity
Growth Investment Approach
−0.76%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Capgrow Capital Advisors’ Growth Investment Approach returned −0.76% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹43.07 crore across its clients.
Key numbers
- AUM
- ₹43.07 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.93×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −1.67% | −5.57% | +3.90% |
| 3 months | +2.46% | −3.59% | +6.05% |
| 6 months | +19.96% | +8.07% | +11.89% |
| 1 year | −0.76% | −2.33% | +1.57% |
| 2 years | −6.93% | −3.93% | −3.00% |
| 3 years | +3.30% | +9.20% | −5.90% |
| 4 years | +6.88% | +11.22% | −4.34% |
| 5 years | +4.21% | +8.91% | −4.70% |
| Since inception | +9.60% | +13.81% | −4.21% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity98.21%₹42.30 Cr
- Cash and other1.67%₹0.72 Cr
- Mutual funds0.12%₹0.05 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.99 Cr
- Net, Sep 2026
- −₹0.99 Cr
- Net, FY to date
- −₹4.85 Cr
- Turnover, month
- 0.11×
- Turnover, past year
- 0.93×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Growth Investment Approach returned?
−0.76% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −1.67%; 3 months: 2.46%; 6 months: 19.96%; 1 year: −0.76%; 2 years: −6.93%; 3 years: 3.30%; 4 years: 6.88%; 5 years: 4.21%; Since inception: 9.60%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 1.57 percentage points ahead.
How much does Growth Investment Approach manage?
₹43.07 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Growth Investment Approach?
Capgrow Capital Advisors, a SEBI-registered portfolio manager (INP000006147), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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