# Altedge Capital

> Altedge Capital is an investment research platform for discovering, comparing, and analyzing Portfolio Management Services (PMS) and Alternative Investment Funds (AIF) in India. The platform tracks 853+ PMS funds and 588+ fund managers with real-time performance data.

Altedge Capital helps investors research PMS and AIF investment options in India. The platform provides:

- **Fund Discovery**: Browse and filter PMS funds by strategy (Equity, Debt, Hybrid, Multi-Asset), risk level (Low, Medium, High), AUM, and performance metrics across multiple time periods
- **Performance Analytics**: Monthly returns, benchmark comparisons (vs Nifty 50, etc.), and performance metrics for 1M, 3M, 6M, 1Y, 3Y, 5Y, and Since Inception periods
- **Fund Manager Profiles**: Detailed profiles including experience, designation, managed funds, and historical track records
- **Portfolio Transparency**: Market cap allocation (Large Cap, Mid Cap, Small Cap), sector allocation, and top stock holdings
- **Comparison Tools**: Side-by-side comparison of multiple funds across all metrics
- **Personalization**: Bookmark funds and create custom watchlists

## Main Pages

- [Investment Approaches](https://www.altedgecapital.com/investment-approaches): Complete listing of all 853+ PMS investment approaches with advanced filtering, sorting by any metric, and search functionality

## Key Concepts

- **PMS (Portfolio Management Services)**: SEBI-regulated investment service where professional portfolio managers make discretionary investment decisions. Minimum investment: ₹50 lakhs. Returns reported net of fees.
- **AIF (Alternative Investment Funds)**: SEBI-regulated pooled investment vehicles for sophisticated investors. Three categories: Category I (venture capital, SME funds), Category II (private equity, debt funds), Category III (hedge funds).
- **AUM (Assets Under Management)**: Total market value of investments managed by a fund, reported in Crores (₹1 Cr = ₹10 million = ~$120,000 USD).
- **Benchmark**: Reference index used to measure relative fund performance. Common benchmarks: Nifty 50, Nifty 500, BSE Sensex.
- **IA Return**: Investment Advisor return - the fund's actual return for a period.
- **Since Inception (SI)**: Cumulative or annualized returns calculated from the fund's launch date.

## Investment Strategies

- **EQUITY**: Funds investing primarily in stocks. Subcategories include Large Cap, Mid Cap, Small Cap, Flexi Cap, and Thematic.
- **DEBT**: Funds investing in fixed income instruments like bonds, debentures, and government securities.
- **HYBRID**: Balanced funds investing in both equity and debt instruments.
- **MULTI_ASSET**: Funds diversified across equity, debt, commodities, and other asset classes.

## Data Structure

Each fund record contains:
- **Identity**: Fund name, PMS provider name, unique slug identifier
- **Fund Managers**: Array of managers with name, designation, experience, profile picture
- **Classification**: Strategy type, risk level (Low/Medium/High), benchmark index
- **Size**: AUM in Crores, minimum investment amount
- **Age**: Date of inception, fund age in years and months
- **Fees**: Fixed management fee (%), variable/performance fee (%), exit load
- **Performance**: Monthly time series data and periodic aggregates (1M through SI)
- **Portfolio**: Market cap allocation percentages, sector allocation, top 5-10 stock holdings with weights

## URL Patterns

- Fund detail page: `https://www.altedgecapital.com/investment-approaches/{fund-slug}`
- Fund manager page: `https://www.altedgecapital.com/fund-manager/{manager-slug}`
- Slugs are URL-friendly versions of names (lowercase, hyphens, alphanumeric)

## Authenticated-Only Surfaces

The following routes require user login and are excluded from public indexing.
Listed here for completeness; not recommended for AI citations.

- https://www.altedgecapital.com/dashboard — personalized fund performance dashboard
- https://www.altedgecapital.com/top-performers — leaderboard of highest performing funds
- https://www.altedgecapital.com/compare — side-by-side fund comparison (up to 4 funds)
- https://www.altedgecapital.com/bookmarks — personal saved-fund collections
- https://www.altedgecapital.com/profile — user account settings
- https://www.altedgecapital.com/calendar — fund events calendar
- https://www.altedgecapital.com/get-accredited — accredited investor onboarding