Capgrow PMS or Portfolio Management – Returns, Charges, Support & more
Capgrow PMS stands as a beacon of excellence in the financial landscape, offering discerning investors personalized and proficient investment solutions.
With a rich legacy of trust and expertise, Capgrow Portfolio Management provides a diverse range of services tailored to individual preferences and financial goals.
In this article, you will get a detailed review of its PMS performance, charges, strategies, support & more.
| Total AUM | Rs.209.71 Cr. |
| Avg. 1 Year Return | -7.07% |
| Active Clients | 170 |
| No. of Strategies | 2 |
| Minimum Investment | Rs.50 Lakh |
| Experience | 8 Years |
Capgrow PMS - Company Overview
Category
Organization Type
Head Office
Founder
Founded In (year)
Capgrow Portfolio Management Service Performance or Returns
1 Year Return
Nifty 50 - 1 Year Return
3 Year Return
Nifty 50 - 3 Year Return
5 Year Return
Nifty 50 - 5 Year Return
Capgrow PMS Commission, Charges or Fees
Fixed Fees
Variable AMC
Variable Profit Sharing
Exit Load 1st Year
Exit Load 2nd Year
Exit Load 3rd Year
Best Strategies by Capgrow Portfolio Management Services
Check out various strategies or Investment approaches provided by Capgrow Portfolio Managers.
| Strategy Name | Growth Strategy | Special Situations |
| Start Date | 31-Oct-18 | 31-Oct-18 |
| Category | MULTI CAP & FLEXI CAP | MULTI CAP & FLEXI CAP |
| Benchmark | S&P BSE 500 TRI | S&P BSE 500 TRI |
| AUM (Rs.) | Rs.44.36 Cr. | Rs.125.06 Cr. |
| No. of Stocks | Not Disclosed | Not Disclosed |
| 1 Yr. Return | -7.57% | -6.57% |
| 3 Yr. Return | 5.63% | 12.56% |
| 5 Yr. Return | 6.40% | 13.32% |
| Fund Manager | Mr. Arun Malhotra | Mr. Arun Malhotra |
Top Fund Managers of Capgrow PMS
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#2
#3
#4
#5
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Investment Facilities provided by Capgrow Portfolio Manager
Custom Strategy
Strategy Switch
Switch Charges
NRI Investment
Discretionary
Non-Discretionary
Early Exit
Early Exit Charges
Capgrow Portfolio Management Support
Call Support
Email Support
Chat Support
Dedicated RM Support
Fund Manager Intereraction
Issue Resolving TAT
Capgrow PMS Dashboard Link
Web Platform
Capgrow PMS Review or Ratings by Finec.in
Overall Rating
Portfolio Performance
Support
Facilities
Charges
Experience
Capgrow Portfolio Management Services - SEBI Details
SEBI Reg. No.
Contact Person
Email ID
Telephone No.
Address
Starting Date
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Capgrow PMS - Eligibility Criteria
Age
Nationality
Investment
Documents required to Invest with Capgrow Portfolio Manager
PMS Agreement
POA
Demat Account
PAN
Address Proof