- Manager
- Capgrow Capital Advisors
- Service
- Discretionary
- Asset class
- Equity
Special Situation Investment Approach
−1.22%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Capgrow Capital Advisors’ Special Situation Investment Approach returned −1.22% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹122 crore across its clients.
Key numbers
- AUM
- ₹122 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 1.04×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −3.92% | −5.57% | +1.65% |
| 3 months | −1.67% | −3.59% | +1.92% |
| 6 months | +21.66% | +8.07% | +13.59% |
| 1 year | −1.22% | −2.33% | +1.11% |
| 2 years | −3.14% | −3.93% | +0.79% |
| 3 years | +6.32% | +9.20% | −2.88% |
| 4 years | +11.81% | +11.22% | +0.59% |
| 5 years | +9.33% | +8.91% | +0.42% |
| Since inception | +15.00% | +13.81% | +1.19% |
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 equity96.12%₹117 Cr
- Unlisted equity3.06%₹3.74 Cr
- Cash and other0.77%₹0.94 Cr
- Mutual funds0.05%₹0.06 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹1.61 Cr
- Outflow, Sep 2026
- ₹3.55 Cr
- Net, Sep 2026
- −₹1.94 Cr
- Net, FY to date
- −₹10.34 Cr
- Turnover, month
- 0.07×
- Turnover, past year
- 1.04×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Special Situation Investment Approach returned?
−1.22% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −3.92%; 3 months: −1.67%; 6 months: 21.66%; 1 year: −1.22%; 2 years: −3.14%; 3 years: 6.32%; 4 years: 11.81%; 5 years: 9.33%; Since inception: 15.00%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 1.11 percentage points ahead.
How much does Special Situation Investment Approach manage?
₹122 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 Special Situation 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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