APMI

SPECIAL SITUATION

Investment Approach Details

₹117.93

(AUM CR)

PMS Provider Name

Capgrow Capital Advisors Llp

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

31/10/2018

Age

6.0 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

Fixed Fees upto 2.50%

Variable Fees Structure

Fixed Fee upto 2.50% Hurdle rate upto 15% Performance fees upto 30%

Exit Load

No Exit load

Purpose

The main objective of the strategy is to utilize the special situations of the Company, the corporate events that could be either Buyback, Spin-offs, Demerger, Delisting or Broken IPOs, or maybe distressing situations. This is a strategy that will be market neutral to a large extent and will depend upon the events likely to happen in the future. These are corporate events that create shareholder value and are also a function of the behavioral finance of the business owners. The distressed situations are an interesting piece that happens every 6-8 years in cyclical industries and offers decent upside. These strategies are not linked to the market movements but are dependent on the likelihood of corporate events happening in the future.

Fund Manager Details


ARUN MALHOTRA
Work Exp. NA
Email ID arun@capgrowcapital.com
Mobile No NA
Details NA

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.05

1 Year Turnover

0.84