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Premium Access AIF Category II

Capital Growth Trust

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Category AIF Category II
Company Capital Growth Advisors
Fund Managers Shilpa Modi
Share: f x in w

About Company

Capital Growth Advisors

Capital Growth Advisors Private Limited serves as the dedicated Investment Manager for the trust, providing the foundational institutional scaffolding required for compliant deal sourcing, risk underwriting, and active fund governance. Based out of India's primary financial hubs, the asset management firm implements rigorous credit and equity evaluation frameworks. The entity serves as an institutional bridge between global asset allocators and expansion-stage Indian enterprises.

Fund Snapshot

Parameter Details
Fund Name Capital Growth Trust
SEBI Registration No. IN/AIF2/19-20/0675
Fund Category Category II Alternative Investment Fund (AIF)
Fund Structure Registered Indian Trust
Target Segment Mid-market corporations, growth-stage enterprises, and financial structured opportunities

Fund Purpose

The Capital Growth Trust is established as a closed-ended institutional vehicle dedicated to identifying and scaling medium to large corporate enterprises undergoing strategic expansion or operational restructuring. By infusing flexible, long-term Category II capital, the trust supports businesses with proven market demand that require non-dilutive structural funding to finance capacity extensions, product-line growth, or consolidation initiatives.

Fund Philosophy

High-Conviction Fundamental Growth

The fund channels financial capital toward companies demonstrating robust execution histories, sustainable revenue lines, and measurable strategic moats rather than backing highly speculative, early-stage cash-burning ideas.

Structured Financial Alignment

Recognizing the diverse capital demands of mid-sized organizations, the trust crafts tailored growth equity and hybrid financial instruments designed to protect investor downside while capturing long-term equity-like upside.

Operational Governance Support

Beyond acting as a regular equity provider, the fund systematically interfaces with corporate leaders to integrate institutional corporate governance, optimize capital allocation strategies, and refine working capital cycles.

Patient Long-Term Value Unlock

Operating with a defined long-term commitment horizon, the philosophy rejects short-term macroeconomic volatility, prioritizing structural, multi-year asset value expansion alongside company promoters and key operators.

Disciplined Risk Underwriting

By employing deep-dive technical due diligence, extensive security structures, and tight operational covenants, the trust actively mitigates macro-economic risk channels while targeting superior risk-adjusted internal rates of return.

Section: Fund Leadership
Meet the Fund Managers

Learn about the experienced fund managers responsible for investment decisions, portfolio strategy, and long-term fund performance.

Shilpa Modi

Shilpa Modi is a highly accomplished corporate finance professional and investment strategist who serves as a key individual overseeing the fund's investment operations. With nearly two decades of profound experience across public markets, private deal underwriting, and asset allocation strategies, she anchors the trust’s fundamental deployment framework. She holds advanced certifications in corporate finance and specializes in structuring complex, risk-mitigated growth capital investments.

Section: Help & Support
Frequently Asked Questions

Find answers to common questions about fund investments, performance, portfolio strategy, and investor services.

Q1: What category of Alternative Investment Fund is Capital Growth Trust? +

A: The fund is fully registered and regulated by the Securities and Exchange Board of India (SEBI) as a Category II Alternative Investment Fund (AIF) under registration number IN/AIF2/19-20/0675.

Q2: What types of companies fall within the target investment scope? +

A: The fund focuses its capital deployment on established mid-market enterprises, growth-stage companies needing expansion runway, and structured corporate finance opportunities across diverse sectors.

Q3: How long is the typical investment lifecycle for this fund? +

A: As a standard SEBI Category II vehicle, it operates as a close-ended trust with a standard operational investment term typically ranging from 5 to 7 years from final closing.

Q4: How does the fund support businesses beyond writing checks? +

A: It actively partners with portfolio companies to streamline strategic expansion, build out superior institutional leadership teams, install corporate governance protocols, and unlock follow-on capital opportunities.

Q5: What is the regulatory minimum investment threshold to participate in this trust? +

A: In accordance with standard SEBI AIF regulatory guidelines, individual and institutional investors must commit a minimum investment of ₹1 crore to participate in the scheme.

Section: Contact Us
Get In Touch

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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.