Alder Capital Advisors Llp • Equity
Alder Capital- B2C Growth is an equity portfolio management service (PMS) strategy run by Alder Capital Advisors Llp, launched on 5 Oct 2015. As of 30 Sep 2026, it manages ₹34.85 Cr of client assets and is benchmarked against the BSE 500 TRI. Its reported trailing returns are +14.81% over 1 year, +15.54% over 3 years and +6.18% over 5 years (+13.11% since inception). Over 3 years, the BSE 500 TRI returned +9.20%, so the strategy is 6.34 percentage points ahead of its benchmark. Its 3-year return ranks 103rd of 474 PMS strategies benchmarked to the BSE 500 TRI. The minimum investment is ₹50 Lakhs. The strategy is managed by Hemant Bhaskar Patel.
Ranked nearby on 3-year return: Value Migration Strategy (+15.69%), Abakkus All Cap (FPI) Approach (+15.66%), Centrum Microcap PORTFOLIO. (+15.51%), Green Portfolio Fund of Funds (+15.38%).
Returns and AUM as of , as reported to APMI. Last checked . Source: public PMS performance disclosures. Returns are as reported by the portfolio manager; past performance is not a guarantee of future returns.
| Period | Return |
|---|---|
| 1 Month | -1.35% |
| 3 Months | +4.33% |
| 1 Year | +14.81% |
| 3 Years | +15.54% |
| 5 Years | +6.18% |
| Since Inception | +13.11% |
| management fee | Fixed Fees: Fixed Management Fee - 2.5% p.a. |
| performance fee | 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 |
A PMS needs at least ₹50 lakh. Before you commit, get a second opinion on fees, benchmark and fit from Foliyo, a fee-only SEBI Registered Investment Adviser.
Book an intro callAlder Capital- B2C Growth has a 1-year return of +14.81%, a 3-year return of +15.54%, a 5-year return of +6.18% and +13.11% since inception as of 30 Sep 2026. Past performance is not indicative of future results.
Over 5 years, Alder Capital- B2C Growth returned +6.18% against +8.91% for the BSE 500 TRI, 2.73 percentage points behind. Over 3 years it returned +15.54% against +9.20%; Over 1 year it returned +14.81% against -2.33%. Figures as of 30 Sep 2026.
Among 474 PMS strategies benchmarked to the BSE 500 TRI with a 3-year track record, Alder Capital- B2C Growth's 3-year return of +15.54% ranks 103rd as of 30 Sep 2026.
Alder Capital- B2C Growth is managed by Hemant Bhaskar Patel at Alder Capital Advisors. The strategy manages ₹34.85 Cr of client assets as of 30 Sep 2026.
Alder Capital- B2C Growth manages ₹34.85 Cr of client assets as of 30 Sep 2026.
The fee structure for Alder Capital- B2C Growth includes: management fee: Fixed Fees: Fixed Management Fee - 2.5% p.a.; performance fee: 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.
The minimum investment for Alder Capital- B2C Growth is ₹50 Lakhs.
Alder Capital- B2C Growth was launched on 5 Oct 2015. It has a 10-year track record.
Description
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