APMI

Alder Capital- Dynamic Growth

Investment Approach Details

₹9.78

(AUM CR)

PMS Provider Name

Alder Capital Advisors Llp

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

03/05/2024

Age

1.6 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

Management Fee-1%

Variable Fees Structure

Performance Fee-15% Hurdle Rate-10% High water mark applicable

Exit Load

NA

Purpose

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 culture
in 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 volatility
and drawdowns, thus improving the risk to reward profile.

Fund Manager Details


Hemant Bhaskar Patel
Work Exp. 24.00 years
Email ID hemant@aldercapital.in
Mobile No 9867748884
Details Hemant Patel is the founding partner and chief investment officer at Alder Capital. He has 23 years of experience in institutional equity research, advising some of the largest global and domestic institutional investors. His 10 years tenure with Axis Capital team (earlier known as Enam Securities), culminated in his role as Executive Director Consumer Equity Research. He has been voted by Wall Street Journal as India top analyst for home and personal care sector and received numerous awards from Reuters StarMine for consumer staples category.

Period-Wise Performance

IA vs. Benchmark Performance

Turnover Details As On 31/10/2024

1 Month Turnover

0.05

1 Year Turnover

NA