Strategy performance
Alder Capital -Dynamic Growth (Strategy- Equity)
Alder Capital Advisors LLP · AUM ₹21.6 Cr · as of Sep 2026
Our read
₹100 grew to ₹145.3 since inception (+16.7% CAGR), with a max drawdown of −10.3%.
Generated from the numbers below. A description, not a recommendation.
3Y CAGR
Needs 36 months
Since inception
+16.7%
Max drawdown
−10.3%
Volatility
+9.7%
Peer position
Not enough history for a peer rank
Peer bars stay hidden until the track has 36 filed months.
Performance
Alder Capital -Dynamic Growth (Strategy- Equity)₹145.3Sep 26
Monthly returns
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Year |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +7.1% | −4.4% | −6.2% | +3.2% | +1.4% | −1.1% | +4.8% | +1.6% | −1.8% | +3.8% | |||
| 2025 | −0.7% | +0.9% | +1.3% | +3.2% | +1.5% | +3.0% | +0.8% | +0.4% | +4.6% | +4.2% | +1.3% | +6.7% | +30.6% |
| 2024 | 0.0% | +1.7% | +0.7% | +1.3% | +2.3% | −0.2% | +1.2% | 0.0% | +7.1% |
Metrics
Tearsheet- 1M return
- −1.8%
- 3M return
- +4.5%
- 6M return
- +8.2%
- 1Y return
- +17.0%
- 2Y CAGR
- +17.0%
- 3Y CAGR
- Needs 36 months
- 5Y CAGR
- Needs 60 months
- Since-inception CAGR
- +16.7%
- Total return
- +45.3%
- Average month
- +1.3%
- Median month
- +1.3%
- Average up month
- +2.5%
- Best month
- +7.1%
- Best rolling 12M
- +40.9%
Read from the filed snapshot (engine 1.0). A short track says how many months that window needs.
Source: SEBI monthly PMS filings, Sep 2026. Returns are TWRR, net of fees as filed. Not investment advice. How we calculate
Filings
Month-end SEBI filings. Missing months stay blank.
Alder Capital -Dynamic Growth (Strategy- Equity) performance FAQ
Live figures from the scorecard above. Full definitions on the metrics explainer.
- How has Alder Capital -Dynamic Growth (Strategy- Equity) performed?
- Alder Capital -Dynamic Growth (Strategy- Equity) (Alder Capital Advisors LLP) shows CAGR 16.72% and max drawdown -10.35% on Know Your PMS from SEBI month-end TWRR filings. A short window says how many months it still needs. A gap on a longer track stays Not reported. Learn more
- What is Alder Capital -Dynamic Growth (Strategy- Equity) CAGR / max drawdown?
- CAGR is 16.72%; max drawdown is -10.35%. We only publish CAGR when there are enough months (≥12 on this track of 29 months). Learn more
- Where do Alder Capital -Dynamic Growth (Strategy- Equity) returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings. Know Your PMS never invents zeros for unfiled months. Learn more
- Why might a window say Not reported?
- Trailing 1Y, 3Y, and 5Y need that many consecutive months. A short track says Needs 12 months, Needs 36 months, or Needs 60 months. A longer track with a missing month stays Not reported. Learn more
- How do I re-underwrite Alder Capital -Dynamic Growth (Strategy- Equity)?
- Read as-of and track length first. CAGR says Needs 12 months below 12 filed months. Watch for new filings, add 2–4 peers on Compare for the same as-of, then export or open the tearsheet. Not advice. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Use compare to shortlist 2–4 on the same as-of for your own diligence. Learn more