- Manager
- Alder Capital Advisors
- Service
- Discretionary
- Asset class
- Equity
Alder Capital -Dynamic Growth (Strategy- Equity)
+16.99%
1-year return
Benchmark BSE 500 TRI −2.33% · to 30 Sep 2026
Alder Capital Advisors’ Alder Capital -Dynamic Growth (Strategy- Equity) returned 16.99% over the year to 30 Sep 2026, against −2.33% for its benchmark, the BSE 500 TRI. It managed ₹20.33 crore across its clients.
Key numbers
- AUM
- ₹20.33 Cr
- Benchmark
- BSE 500 TRI
- Turnover, past year
- 0.63×
- Min. investment
- ₹50 lakh (SEBI)
- Reported to SEBI
- 30 Sep 2026
Returns vs benchmark
| Period | This strategy | BSE 500 TRI | Difference |
|---|---|---|---|
| 1 month | −1.84% | −5.57% | +3.73% |
| 3 months | +4.52% | −3.59% | +8.11% |
| 6 months | +8.15% | +8.07% | +0.08% |
| 1 year | +16.99% | −2.33% | +19.32% |
| 2 years | +17.14% | −3.93% | +21.07% |
| Since inception | +16.74% | +2.77% | +13.97% |
Time-weighted returns (TWRR) as the managers report them to SEBI, after fees and expenses; periods over a year are annualised. Reported for 30 Sep 2026.
Portfolio mix
- Listed equity60.30%₹12.26 Cr
- Mutual funds34.04%₹6.92 Cr
- Cash and other4.38%₹0.89 Cr
- Derivatives1.33%₹0.27 Cr
Flows and turnover
- Inflow, Sep 2026
- ₹0
- Outflow, Sep 2026
- ₹0.91 Cr
- Net, Sep 2026
- −₹0.91 Cr
- Net, FY to date
- −₹0.79 Cr
- Turnover, month
- 0.09×
- Turnover, past year
- 0.63×
Money clients put in and took out. The financial year runs from 1 April.
FAQs
What has Alder Capital -Dynamic Growth (Strategy- Equity) returned?
16.99% over the year to 30 Sep 2026, time-weighted as reported to SEBI. 1 month: −1.84%; 3 months: 4.52%; 6 months: 8.15%; 1 year: 16.99%; 2 years: 17.14%; Since inception: 16.74%.
How has it done against its benchmark?
Its benchmark, the BSE 500 TRI, returned −2.33% over the year, so the strategy was 19.32 percentage points ahead.
How much does Alder Capital -Dynamic Growth (Strategy- Equity) manage?
₹20.33 crore at 30 Sep 2026, as reported to SEBI.
What is the minimum investment in a PMS?
SEBI sets the minimum at ₹50 lakh per client, in cash or securities. A manager can ask for more.
Who manages Alder Capital -Dynamic Growth (Strategy- Equity)?
Alder Capital Advisors, a SEBI-registered portfolio manager (INP000004771), runs it as a discretionary service.
How are PMS returns reported?
Portfolio managers report each strategy’s time-weighted return (TWRR) to SEBI every month, after fees and expenses, beside the benchmark they chose. Periods over a year are annualised.
For information only. Not investment advice or a research report. Past performance does not guarantee future returns. PMS investments carry higher minimums and risks; read the disclosure document.
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