Strength
Paid well for the ride
Sharpe of 1.80 means return more than paid for the volatility on this sample. Sortino sits at 1.49.
Alder Capital -Dynamic Growth (Strategy- Equity) Performance
EQUITYBSE 500
Filed monthly returns, with return next to max drawdown. Watch, compare up to four, or open the tearsheet.
Alder Capital Advisors LLP
Age: 29 months
Trailing return from filed months
- 1Y
- 16.98%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
- CAGR
- 16.72%
- Max DD
- -10.35%
- Calmar
- 1.62
- Track
- 29 months
As of…Tearsheet
Research sheet
Monthly tearsheet
Growth of ₹100, underwater drawdown, rolling 12-month returns, and worst episodes from month-end SEBI filings only.
Read of the numbers
Reported metrics only · not advice
Strength
Shallow peak-to-trough
Worst drop was -10.3%. Typical drawdowns ran nearer -1.5%. Milder than most equity PMS paths on file.
Strength
Green months were normal
+72.4% of months finished up. Losses exist, but they were not the default month.
Strength
Steady month pattern
Consistency lands near 75%. Month-to-month results did not whip around as much as a typical equity book.
Total Return
48.02%
Annualised Return
16.72%
Hit Rate
72.41%
Maximum Drawdown
-10.35%
Annualised Volatility
9.67%
Sharpe Ratio
1.80
Sortino Ratio
1.49
Consistency Score
75.0%
PPerformance(30)RRisk(13)CConsistency(9)
- Best Year Return P
- 30.62%
- Worst Year Return P
- 5.78%
- Median Annual Return P
- 7.13%
- Average Monthly Return P
- 1.45%
- Geometric Mean Return P
- 1.41%
- Average Drawdown P
- -1.45%
- Median Drawdown P
- 0.00%
- Max Drawdown Duration P
- 7 mo
- Average Drawdown Duration P
- 3 mo
- Return / Max Drawdown P
- 1.62
- Return / Avg Drawdown P
- 12.61
- Ulcer Index P
- 3.18%
- Positive Rolling Periods % P
- 60.71%
- Return Stability Score P
- 35.84
- Return Persistence P
- 0.13
- Worst Rolling 12M Return P
- 12.21%
- Best Rolling 12M Return P
- 40.87%
- Maximum Monthly Loss P
- -6.20%
- Worst 3-Month Period P
- -7.49%
- Worst 6-Month Period P
- -2.82%
- Return Smoothness Index P
- 26.78
- Pain Adjusted Return P
- 12.61%
- Worst Case Investor Entry P
- 12.21%
- Capital Preservation Score P
- 89.65%
- Aggressiveness Score P
- 2.79%
- Recovery Efficiency P
- 1.62
- Downside Volatility R
- 9.16%
- Upside Volatility R
- 6.70%
- Time in Drawdown % R
- 32.14%
- VaR 95% R
- -3.14%
- VaR 99% R
- -5.04%
- CVaR 95% R
- -5.31%
- CVaR 99% R
- -6.20%
- Semi Variance R
- 0.0007
- Volatility of Drawdowns R
- 2.89%
- CAGR per Unit Drawdown R
- 1.77
- Equity Curve Convexity R
- 0.00
- Return During Worst Market Year R
- 5.78%
- Return Skewness C
- -0.48
- Return Kurtosis C
- 1.80
- Coefficient of Variation C
- 1.93
- Calmar Ratio C
- 1.62
- Sterling Ratio C
- 1.77
- Burke Ratio C
- 1.61
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