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Alder Capital- Dynamic Growth

Alder Capital- Dynamic Growth is a Equity Portfolio Management Service launched by Alder Capital Advisors Llp on May 2024. Managed by Hemant Bhaskar Patel, the fund holds ₹20 Cr in AUM and benchmarks against BSE 500 TRI. Minimum investment is ₹5000000 lakh, with a Management Fee-1%% fixed fee and Performance Fee-15% Hurdle Rate-10% High water mark applicable% performance fee. Trailing returns: 18.38% (1Y), 16.46% since inception. Performance data as of July 2026.

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Alder Capital- Dynamic Growth

Alder Capital Advisors Llp

20.45 CR AUM

Alder Capital- Dynamic Growth

Alder Capital- Dynamic Growth

Alder Capital Advisors Llp

20.45 CR AUM

BSE 500 TRI
Benchmark
2yr 2mo
Age
EQUITY
Strategy
Management Fee-1%
Fixed Fees
Performance Fee-15% Hurdle Rate-10% High water mark applicable
Variable Fees
NIL
Exit Load
BSE 500 TRI
Benchmark
2yr 2mo
Age
EQUITY
Strategy
Management Fee-1%
Fixed Fees
Performance Fee-15% Hurdle Rate-10% High water mark applicable
Variable Fees
NIL
Exit Load
Fund manager

hemant bhaskar patel

Fund Manager
EQUITYStrategies

Hemant Patel is the founding partner and chief investment officer at Alder Capital. He has 23 years of experience in institutional equity research, advisin g 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.

Hemant Patel is the founding partner and chief investment officer at Alder Capital. He has 23 years of experience in institutional equity research, advisin g 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.

What is this fund's 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 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.

How has Alder Capital- Dynamic Growth performed?

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Wealth Creation Calculator

1M IA return
-1.07%
1M benchmark return
1.73%
Alpha
-2.80%
1M Wealth multiple
0.99x

How has this fund performed vs its benchmark?

2026
2026
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Wealth Creation Calculator

1M IA return
-1.07%
1M benchmark return
1.73%
Alpha
-2.80%
1M Wealth multiple
0.99x

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