Alder Capital- B2C Growth
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +1.60%
- 3M
- -0.87%
- 6M
- +6.61%
- 9M
- —
- 1Y
- +18.63%
- 2Y
- +19.60%
- 3Y
- +17.46%
- 4Y
- +14.41%
- 5Y
- +8.87%
- Since Inception
- +13.12%
- Strategy AUM
- ₹35 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +1.60% | −0.17% | +1.77% |
| 3 Months | −0.87% | −2.34% | +1.47% |
| 6 Months | +6.61% | −5.39% | +12.00% |
| 1 Year | +18.63% | −0.07% | +18.70% |
| 2 Years | +19.60% | +4.14% | +15.46% |
| 3 Years | +17.46% | +13.46% | +4.00% |
| 4 Years | +14.41% | +13.31% | +1.10% |
| 5 Years | +8.87% | +12.29% | −3.42% |
| Since Inception | +13.12% | +13.43% | −0.31% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +1.60% | −0.17% | +1.77% |
| Apr-2026 | +2.53% | +10.38% | −7.85% |
| Mar-2026 | −4.84% | −11.37% | +6.53% |
| Feb-2026 | −3.55% | +0.45% | −4.00% |
| Jan-2026 | +5.48% | −3.34% | +8.82% |
| Dec-2025 | +5.72% | −0.24% | +5.96% |
| Nov-2025 | +0.52% | +0.96% | −0.44% |
| Oct-2025 | +2.92% | +4.27% | −1.35% |
| Sep-2025 | +2.65% | +1.24% | +1.41% |
| Aug-2025 | +1.11% | −1.75% | +2.86% |
| Jul-2025 | +0.05% | −2.71% | +2.76% |
| Jun-2025 | +3.74% | +3.68% | +0.06% |
| May-2025 | +0.86% | +3.54% | −2.68% |
Strategy Details
APMI fact sheet
- Inception
- 05 Oct 2015
- Age
- 10.8 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.68×
- Turnover (1M)
- 0.07×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
Generate capital appreciation for clients over a long-time frame (3-5 yrs.) by investing in B2C businesses having structural competitive advantage with outstanding owner operators.
Fund Managers
1 manager
Name
Hemant Bhaskar Patel
Experience
24.00 years
Fees & Investment
As disclosed to APMI
- Min. investment
- ₹50,00,000
- Fixed fees
- Fixed Management Fee - 2.5% p.a.
- Variable fees
- 1) Fixed Management Fee - 1.5% p.a. & Performance Fee - 15% p.a. Hurdle rate - 10%. High water mark applicable.
- Exit load
- NIL
PMS Industry — SEBI
Latest monthly aggregate
- Total PMS AUM
- ₹44.11 Lakh Cr
- Total clients
- 2,23,279
- Discretionary
- ₹37.37 Lakh Cr
- Period
- july-2026
Industry AUM by asset class (top 5)
- Plain Debt Listed₹28.98 Lakh Cr
- Listed Equity₹7.60 Lakh Cr
- Plain Debt Unlisted₹5.00 Lakh Cr
- Mutual Funds₹1.93 Lakh Cr
- Others₹40,423 Cr
About
- Provider
- Alder Capital Advisors Llp
- Strategy
- Alder Capital- B2C Growth
- Benchmark
- BSE 500 TRI
- Source
- APMI
Strategy performance, AUM, fees and fund-manager details are sourced from APMI (Association of Portfolio Managers in India); industry aggregates are from SEBI’s monthly PMS disclosures. Returns beyond one year are annualised; past performance is not indicative of future results, and a PMS strategy carries no capital guarantee. For information only, not investment advice.