APMI

Alder Capital- B2C Growth

Investment Approach Details

₹34.94

(AUM CR)

PMS Provider Name

Alder Capital Advisors Llp

Benchmark

S&P BSE 500 TRI

Strategy Name

Equity

Product Name

Equity

Date Of Inception

05/10/2015

Age

9.1 Years

Min. Inv. Amount

5000000

Fixed Fees Structure

Fixed Management Fee - 2.5% p.a.

Variable Fees Structure

1) Fixed Management Fee - 1.5% p.a. & Performance Fee - 15% p.a. Hurdle rate - 10%. High water mark applicable.

Exit Load

NIL

Purpose

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 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

0.14

1 Year Turnover

1.01