Our Offerings

Three strategies. One discipline.

Each strategy expresses the same philosophy differently — matched to your risk appetite and investment horizon.

CAGR High Growth

A systematic, rule-based trend-following strategy

CHG is a fully systematic, rules-based strategy designed to adapt to changing market conditions, with a disciplined approach to capital deployment, position management, and downside risk control.

  • A fully systematic, quant strategy
  • Reviewed and rebalanced regularly to keep alignment sharp

A rule-based momentum strategy. Investments are subject to market risk; the strategy can underperform during sharp, V-shaped recoveries while cash is being deployed.

Direct on-boarding

For direct on-boarding as a PMS investor with us, please connect with us at

principal.officer@cagrcapital.in
Strategy Profile
StyleSystematic trend-following
HoldingsUp to ~100 stocks
RebalancingDaily / active
BenchmarkBSE 500
MarketsIndia & U.S.
Horizon5–7 years
CAGR Focused Multicap

A research-led multicap portfolio built on business fundamentals

CFM is a research-led multicap portfolio focused on fundamentally strong businesses with long-term growth potential, prioritising quality, risk-adjusted returns, and a disciplined approach to managing downside risk.

  • 28 fundamentally strong companies
  • Ownership mindset — we invest in businesses, not tickers; low churn

Equity investments are subject to market risk. Suitable for investors with a long horizon who can tolerate interim volatility and drawdowns.

Direct on-boarding

For direct on-boarding as a PMS investor with us, please connect with us at

principal.officer@cagrcapital.in
Strategy Profile
Holdings28 stocks
ApproachBottom-up research
BenchmarkBSE 500
Horizon5–7 years
CAGR Value Momentum

A rule-based factor strategy combining value and momentum

CVM is a systematic, rules-based portfolio of 30 stocks that combines value and momentum factors to pursue long-term growth opportunities through a disciplined investment approach.

  • Rule-based system removes human bias; regularly monitored and rebalanced to keep churn low
  • Likely to have long periods of consolidation followed by a sharp sprint of return

Concentrated factor strategies carry high risk and can experience large interim drawdowns. Suitable only for investors with a long horizon and high risk appetite.

Direct on-boarding

For direct on-boarding as a PMS investor with us, please connect with us at

principal.officer@cagrcapital.in
Strategy Profile
StyleValue + Momentum (factor)
Holdings30 stocks
RebalancingMonthly
BenchmarkBSE 500
Horizon5–7 years