IA Insight Report
IA Insight REPORT

CAGR Focused Multicap

Investment Approach Details

₹0.69

(AUM CR)
   

CAGR FINANCIAL SERVICES PRIVATE LIMITED

BSE 500 TRI

Equity

Equity

12/10/2026

1 Months

5000000

NA

NA

NA

   

Our purpose is to generate long term wealth for clients by having an ownership mindset with a focus on business fundamentals. We aim to invest in simple, boring businesses which have long-term tailwinds working in their favour. The strategy seeks a healthy mix of current market leaders and future stars, capturing long-term megatrends while remaining reluctant to chase market fads and cyclical stories. Our investment style combines a structured investing framework with a focus on downside protection, allowing investors to retain their wealth to continue to generate asymmetric risk-adjusted returns.

Fund Manager Details

VIKASH AGARWAL

NA

principal.officer@cagrcapital.in

8655056540

NA

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Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2026

NA

NA