Strategy performance
SPECIAL SITUATION INVESTMENT APPROACH
Capgrow Capital Advisors LLP · AUM ₹129 Cr · as of Sep 2026
Our read
₹100 grew to ₹244.6 since inception (+17.1% CAGR), with a max drawdown of −24.6%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
+6.4%
Since inception
+17.1%
Max drawdown
−24.6%
Volatility
+20.6%
Peer position
Loading peer ranks…
Performance
SPECIAL SITUATION INVESTMENT APPROACH₹244.6Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | −3.1% | +0.7% | −13.4% | +14.3% | +4.0% | +4.3% | +1.9% | +0.4% | −3.9% | +3.1% | |||
| 2025 | −6.6% | −14.7% | +5.0% | +1.2% | +13.0% | +4.1% | −2.7% | −1.9% | −2.4% | +3.4% | −5.3% | −1.9% | −10.8% |
| 2024 | +2.9% | −2.1% | −5.0% | +10.0% | −2.8% | +10.0% | +6.4% | +1.2% | +0.4% | −4.7% | +5.8% | +1.4% | +24.5% |
| 2023 | −1.9% | −2.6% | −4.1% | +6.4% | +8.5% | +6.2% | +7.8% | +6.5% | −0.2% | +0.1% | +4.0% | +1.1% | +35.5% |
| 2022 | −2.1% | −8.3% | +3.9% | −2.2% | −9.6% | −6.1% | +11.4% | +10.5% | −1.4% | +0.6% | +2.5% | −2.0% | −5.1% |
| 2021 | +10.6% | +3.0% | +2.4% | +9.1% | +9.5% | +8.2% | −2.2% | +5.9% | +2.2% | −0.6% | +4.7% | +66.2% |
Metrics
Tearsheet- 1M return
- −3.9%
- 3M return
- −1.7%
- 6M return
- +22.0%
- 1Y return
- −1.0%
- 2Y CAGR
- −3.0%
- 3Y CAGR
- +6.4%
- 5Y CAGR
- +9.4%
- Since-inception CAGR
- +17.1%
- Total return
- +144.6%
- Average month
- +1.5%
- Median month
- +1.2%
- Average up month
- +5.3%
- Best month
- +14.3%
- Best rolling 12M
- +62.7%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Sep 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
SPECIAL SITUATION INVESTMENT APPROACH performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has SPECIAL SITUATION INVESTMENT APPROACH performed?
- SPECIAL SITUATION INVESTMENT APPROACH (Capgrow Capital Advisors LLP) shows CAGR 17.09% and max drawdown -24.60% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is SPECIAL SITUATION INVESTMENT APPROACH CAGR / max drawdown?
- CAGR is 17.09%; max drawdown is -24.60%. We only publish CAGR when there are enough months (≥12 on this track of 68 months). Learn more
- Where do SPECIAL SITUATION INVESTMENT APPROACH returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite SPECIAL SITUATION INVESTMENT APPROACH?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more