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Alder Capital - B2C Growth
Alder Capital - B2C Growth

Alder Capital - B2C Growth

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  • MULTI CAP
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Portfolio age10 years, 2 months
4.73%
7.06%
Hurdle Rate**10% or 0%
Fixed fee2.50%
Min. Investment₹50 Lacs
*Ranking of the scheme in the peer group is based on its return for the longest period available
**Minimum return that a PMS scheme must generate before an investor starts paying performance fees

bt_logoTRAILING PERFORMANCE

(As on 30/11/2023)
Compare the performance of the PMS scheme against benchmark across different time periods.

bt_logoPERFORMANCE

Calendar YearFinancial Year
No Data Available

bt_logoDETAILED PORTFOLIO

EQUITY (Undisclosed)
CASH AND EQUIVALENT (13.55%)
Allocation by Market Cap
Small Cap (21.85%)
Mid Cap (20.28%)
Large Cap (44.32%)
Sector Holdings
Undisclosed
Stock Holdings
Undisclosed

bt_logoPORTFOLIO MANAGERS

No data found

bt_logoFUND SUMMARY

AUM (₹ Cr)
Undisclosed
(As on Nov, 2023)
Inception Date
Oct 05, 2015
Min. Investment
₹50 Lacs
SIP Option
Available
STP Option
Available
Exit Load
Exit load is 0%
Reporting Structure
TWRR Pooled
i
Time Weighted Rate of Return

bt_logoFEE STRUCTURE

Fixed Fee
2.50%
Variable Fee
1.50% or 0.00%
Hurdle Rate
10% or 0%
Profit Sharing
15% profit Sharing above 10% hurdle or 20% Profit Sharing on Profits
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bt_logoINVESTMENT PHILOSOPHY

Objective

We are fundamentally driven long term orientated fund, seeking high quality businesses with distinctive competitive advantages that enables them to generate high economic returns and sustainably grow over a long period. We prefer businesses that use less leverage, generate free cash flows, have outstanding management culture and available at a reasonable risk-to-reward value.

Investment Approach

Investment focused on consumption centric B2C businesses which are scalable, possess durable competitive advantage, generate free cash flows and demonstrate outstanding management culture. We avoid sectors that are export, commodity or industrial cycle related. Investment style: Growth orientation, concentrated, low churn, multi-cap.

bt_logoCalculators

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bt_logoPEER ANALYSIS

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Compare
Strategic Opportunities Series 1
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
1 Out of 259
Fixed Fee
No Option
Scheme Return
7.96%
Benchmark Return
0.96%
Turtle Wealth - 212 Wealth Mantra
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
2 Out of 259
Fixed Fee
2.00%
Scheme Return
4.25%
Benchmark Return
0.96%
Asit C Mehta - ACE - Multicap
AUM (₹ Cr)
₹146.61 Cr
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
3 Out of 259
Fixed Fee
2.50%
Scheme Return
3.81%
Benchmark Return
0.96%
Asit C Mehta - ACE - 15
AUM (₹ Cr)
UNDISC.
Hurdle Rate
8.00%
Benchmark
S&P BSE 500 TRI
Category Rank
4 Out of 259
Fixed Fee
2.50%
Scheme Return
3.35%
Benchmark Return
0.96%
Flexicap Fundamental Opportunities
AUM (₹ Cr)
UNDISC.
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
5 Out of 259
Fixed Fee
2.50%
Scheme Return
3.3%
Benchmark Return
0.96%
AlfAccurate Advisors - AAA Focus Plan
AUM (₹ Cr)
₹12.43 Cr
Hurdle Rate
10.00%
Benchmark
S&P BSE 500 TRI
Category Rank
6 Out of 259
Fixed Fee
2.50%
Scheme Return
3.11%
Benchmark Return
0.96%
*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoABOUT AMC

Alder Capital
Alder Capital manages assets worth Rs 72.46 crores. Its current offering of PMS schemes includes

AUM (₹ cr)

72.46 (As on Nov, 2023)

Number of Schemes

0
Schemes From This AMC
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No Data Found!

*Returns less than and equal to 1 year are absolute and returns above one year are annualized

bt_logoFAQ's

What is the hurdle rate of Alder Capital - B2C Growth?
The hurdle rate of Alder Capital - B2C Growth is 10% or 0%.
What is the fixed fee charged in Alder Capital - B2C Growth ?
The fixed fee charged in Alder Capital - B2C Growth is 2.50%.
What is the variable fee charged in Alder Capital - B2C Growth ?
The variable fee charged in Alder Capital - B2C Growth is 1.50% or 0.00%.
What is the profit sharing in Alder Capital - B2C Growth ?
The profit sharing in Alder Capital - B2C Growth is 15% profit Sharing above 10% hurdle or 20% Profit Sharing on Profits.
What is the minimum investment in Alder Capital - B2C Growth ?
The minimum investment in Alder Capital - B2C Growth is ₹50 Lacs
What type of scheme is Alder Capital - B2C Growth?
Alder Capital - B2C Growth is an Equity scheme. It falls in the MULTI CAP category.
What is the inception date of Alder Capital - B2C Growth?
The inception date of Alder Capital - B2C Growth is Oct 05, 2015.
What is the exit load of Alder Capital - B2C Growth?
Exit load is 0%

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