Alder Capital- Dynamic Growth
Portfolio Management ServiceStrategy AUM
Trailing 1Y return
Trailing Returns
APMI · annualised beyond 1Y · as of 01 May 2026
- 1M
- +1.37%
- 3M
- -1.89%
- 6M
- +7.17%
- 9M
- —
- 1Y
- +23.25%
- 2Y
- +18.64%
- 3Y
- —
- 4Y
- —
- 5Y
- —
- Since Inception
- +17.78%
- Strategy AUM
- ₹21 Cr
- Benchmark
- BSE 500 TRI
Performance vs Benchmark
Strategy vs BSE 500 TRI · trailing returns, % · alpha = excess
| Period | Strategy | Benchmark | Alpha |
|---|---|---|---|
| 1 Month | +1.37% | −0.17% | +1.54% |
| 3 Months | −1.89% | −2.34% | +0.45% |
| 6 Months | +7.17% | −5.39% | +12.56% |
| 1 Year | +23.25% | −0.07% | +23.32% |
| 2 Years | +18.64% | +4.14% | +14.50% |
| 3 Years | +0.00% | +0.00% | +0.00% |
| 4 Years | +0.00% | +0.00% | +0.00% |
| 5 Years | +0.00% | +0.00% | +0.00% |
| Since Inception | +17.78% | +4.19% | +13.59% |
Monthly Performance
Growth of ₹100 invested · month-on-month · 13 months
| Month | Strategy | Benchmark | Alpha |
|---|---|---|---|
| May-2026 | +1.37% | −0.17% | +1.54% |
| Apr-2026 | +3.18% | +10.38% | −7.20% |
| Mar-2026 | −6.20% | −11.37% | +5.17% |
| Feb-2026 | −4.42% | +0.45% | −4.87% |
| Jan-2026 | +7.09% | −3.34% | +10.43% |
| Dec-2025 | +6.72% | −0.24% | +6.96% |
| Nov-2025 | +1.30% | +0.96% | +0.34% |
| Oct-2025 | +4.21% | +4.27% | −0.06% |
| Sep-2025 | +4.58% | +1.24% | +3.34% |
| Aug-2025 | +0.44% | −1.75% | +2.19% |
| Jul-2025 | +0.76% | −2.71% | +3.47% |
| Jun-2025 | +3.00% | +3.68% | −0.68% |
| May-2025 | +1.54% | +3.54% | −2.00% |
Strategy Details
APMI fact sheet
- Inception
- 03 May 2024
- Age
- 2.1 Years
- Min. investment
- ₹50,00,000
- Turnover (1Y)
- 0.64×
- Turnover (1M)
- 0.07×
- Product
- Equity
as of 31 May 2026
Asset classes
Investment objective
Invest in B2C and B2B2C businesses that have structural, scalable, and sustainable competitive advantages. Seek outstanding owner operators with high corporate governance standards and promote a positive culturein the organization.Dynamically make asset allocation decisions between debt and equity based on internal risk measures. Increase allocation in favor of debt when equity markets are overvalued. A dynamic portfolio will reduce the volatilityand drawdowns, thus improving the risk to reward profile.
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
- Management Fee-1%
- Variable fees
- Performance Fee-15% Hurdle Rate-10% High water mark applicable
- Exit load
- Not disclosed
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- Dynamic 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.