Investment focused on consumption centric B2C businesses which are scalable and possess a durable competitive advantage.
+4.99%
3Y annualised returns
+20.29%
Benchmark returns (S&P BSE 500 Total Return Index)
Launch date
05 Oct '15
Total AUM
₹38.65Cr
Min. investment
₹50,00,000
Benchmark
S&P BSE 500 Total Return Index
Portfolio analysis
Equity / Debt / Cash split
Equity86.5%
Cash13.6%
Equity market cap split
Large Cap44.3%
Small Cap21.9%
Mid Cap20.3%
Min. investment & fees structure
Min. investment for 1st time
SEBI mandates a minimum investment for investing in PMS
₹50,00,000
Exit load
Fee charged on redemption before the completed holding period
0%
PMS management
HP
Hemant Patel
Managing Partner and Founder, Alder Capital
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About
Hemant is the Managing partner and Founder of Alder Capital. He has over 20 years of experience in capital markets, with 15 years 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's top analyst for home and personal care sector and has received 2 consecutive awards from Reuters StarMine for consumer staples category. Hemant has obtained his MBA from Australian Graduate School of Management, University of NSW in 2000
Experience
Over 20 years of experience in capital markets, including 15 years in equity research.
Investment philosophy
Institutional equity research with a focus on the consumer sector.
Previously worked at
Axis Capital
Enam Securities
Awards
Voted India's top analyst for the home and personal care sector by the Wall Street Journal and received two consecutive Reuters StarMine awards for the consumer staples category.
RP
Rakhi Prasad
Fund Manager
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About
Rakhi has over 19 years of experience across asset management, investment banking, private equity, and risk management. She started her career at Goldman Sachs, N.Y. where she built strategies to hedge against counterparty risk. At Enam Securities, one of the leading investment banking and financial market intermediary, she played a critical role in mandates relating to consumer sector. As Director of operations at Matrix Partners India, she managed investor relations and fund portfolio reporting. She has been honoured as India’s Top 100 Women in Finance in 2020 by AIWMI. Rakhi received her BA Economics, Lady Shri Ram College; BS Computer Science, University of Michigan, Ann Arbor and MS Financial Engineering, Columbia University, New York.
Experience
Over 19 years of experience across the financial services industry.
Investment philosophy
Expertise in asset management, investment banking, private equity, and risk management.
Previously worked at
Goldman Sachs
Enam Securities
Matrix Partners India
Awards
Built strategies to hedge against counterparty risk at Goldman Sachs. Honoured as India’s Top 100 Women in Finance in 2020 by AIWMI.