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Top 3 Years AIF Performers
Data as of April 2025
| AMC & Scheme Name | Inc Date | 1 YEAR | 3 YEAR | 5 YEAR |
|---|---|---|---|---|
| Ampersand Growth Opportunities Fund Scheme - l | Sep-17 | 12.20% | 24.50% | 35.30% |
| First Water Capital Fund | Aug-20 | 7.50% | 23.00% | NA |
| ICICI Growth Leaders Fund1 | Jun-18 | 16.50% | 22.61% | NA |
| Nuvama Enhanced Dynamic Growth Equity[EDGE] Fund | Apr-21 | 13.60% | 20.60% | NA |
| I WealthFund | Jun-18 | 10.21% | 19.07% | 26.68% |
Top 5 Years AIF Performers
Data as of April 2025
| AMC & Scheme Name | Inc Date | 1 YEAR | 3 YEAR | 5 YEAR |
|---|---|---|---|---|
| Abakkus Emerging Opportunities Fund 1 | Jun-19 | 10.70% | 18.30% | 43.40% |
| Ampersand Growth Opportunities Fund Scheme - l | Sep-17 | 12.20% | 24.50% | 35.30% |
| Abakkus Growth Fund 1 | Jul-18 | 5.30% | 12.30% | 34.00% |
| Carnelian Capital Compounder Fund- 1 | May-19 | 12.50% | 22.90% | 29.40% |
| I WealthFund | Jun-18 | 10.21% | 19.07% | 26.68% |
Who Should Opt for AIF
Experienced Investors Seeking Diversity
High-Risk Appetite Investors
Investors Seeking Exclusive Opportunities
Individuals Open to Innovation
Those with a Minimum Investment of Rs. 1 Crore
Types Of AIF
Venture Capital Fund
Targets high-growth startups facing initial capital constraints, aiding their development. VCFs focus on early-stage investments, providing investors proportional shares in the invested firms.
Real Estate Fund
Invests in public assets like roads, airports, and communication infrastructure, offering capital growth and dividend income to investors.
Angel Fund
Similar to a Venture Capital fund, it aggregates funds from angel investors for early-stage investments, offering dividends upon the success of new enterprises.
Private Credit Fund
Invests in socially conscious companies addressing environmental and social challenges, providing returns while making a positive impact.
Private Equity (PE) Fund
Invests in private, unlisted firms, offering a diversified portfolio to investors with an investment horizon of 4 to 7 years.
AIF Categories
AIF Category I
AIFs in category I invest in early-stage businesses, SMEs, social initiatives, infrastructure, and other industries. SME Funds, Social Venture fund, Venture capital funds, infrastructure fund & other alternative investment funds that may be designated by the government or regulators are examples of AIFs that invest in start-up or early-stage businesses, social ventures, SMEs, infrastructure, or other sectors or areas.with large cap stocks is often lower. But, it is also challenging to achieve extremely high returns by investing only in large cap equities.
AIF Category II
The funds that do not come under Categories I or III and do not engage in leverage or borrowing other than to cover ongoing operating needs are referred to as Category II AIFs by SEBI. Funds that are invested in both debt and equity instruments fall under this category. Included are any monies that don't already fall within Categories 1 and 3, respectively. The government does not grant any discounts for investments made for Category 2 AIFs.
AIF Category III
By putting money into listed and unlisted derivatives, Category III AIFs use a variety of trading tactics and leverage. They engage in arbitrage, futures, derivatives, and margin trading. Closed-ended and open-ended funds are both permitted in category III funds. They are not as rigorously regulated as conventional investments. As a result, they are not required frequently to publish their information. Also, there are no incentives or discounts offered by the Indian government for investing in these funds.
Advantages Of AIF
01
Diverse Investment
Spectrum
Broadened horizons: AIFs offer a diverse range of investment options, extending beyond conventional choices and providing exposure to various strategies and asset classes. Tailored portfolios: Investors can customize their portfolios within AIFs, selecting investments that align with their preferences and risk appetites.
02
Exclusivity in Investment Opportunities
Beyond the mainstream: AIFs venture into sectors and assets not typically covered by traditional investments, unlocking unique and potentially high-yielding opportunities. Specialized investments: Investors gain access to exclusive and specialized investments that go beyond traditional asset classes, adding a layer of exclusivity to their portfolio.
03
Potential for High
Returns
Strategic innovation: AIFs often employ innovative investment strategies, presenting the potential for higher returns akin to the benefits of learning a new language. Risk-reward dynamics: Tailored for investors with a high-risk appetite, AIFs aim to balance risk and reward to potentially yield significant returns.
04
Broadened Investment Perspective
Exploring new territories: Similar to learning a new language, investing in AIF broadens an investor's perspective by exposing them to non-traditional investment avenues. Innovative strategies: AIFs encourage investors to think beyond conventional investment approaches, fostering a mindset of innovation and adaptability.
05
Specialized Investment
Process
Enrolling in a specialized course: Investing in AIF involves a process similar to enrolling in a specialized course, requiring the submission of a comprehensive application form and necessary documentation. Exclusive entry: With a minimum investment amount of Rs. 1 crore, AIFs cater to a select group of investors seeking exclusive and specialized investment opportunities.
06
Dynamic Investment Environment
Responsive strategies: AIFs have the flexibility to adapt to changing market conditions, allowing for dynamic adjustments in investment strategies. Proactive portfolio management: Timely rebalancing and adjustments ensure that AIF portfolios stay in line with evolving market dynamics, optimizing performance.
07
Strategic Risk
Management
Risk optimization: AIFs often focus on strategic risk management, aiming to optimize risk and reward for investors with a high-risk tolerance. Customized risk exposure: Investors can tailor their risk exposure within AIFs, ensuring a strategic balance that aligns with their risk preferences.
08
Exclusive Investment
Club
Niche entry: AIFs, with their minimum investment threshold of Rs. 1 crore, offer exclusive entry into a specialized investment club, catering to discerning investors seeking unique financial experiences.
09
Efficient Onboarding
Process
Specialized enrollment: Investing in AIF involves a specialized onboarding process, ensuring that investors navigate the intricacies of alternative investments with ease. Streamlined entry: Despite the exclusive nature, AIFs offer a streamlined onboarding experience, simplifying the entry process for investors.
Top 5 AIF Expert Products
Your Goals, Our Curated Funds
As the best PMS AIF Service Provider in India, we streamline the process by carefully selecting top-performing funds that align with your investment objectives. Our proficient team diligently analyzes thousands of options to curate a portfolio of exceptional products, saving you time and effort.
Uncover Your Investment Potential with Process-Driven Insights
Our platform is designed to match you with the right AIF and PMS products based on a comprehensive understanding of your risk tolerance, investment horizon, and financial goals. By completing our risk profiler, you'll enable us to recommend investment strategies that align with your objectives. Start your journey towards informed investment decisions and explore the strategies best suited to your financial aspirations.e got you covered.
AIF Frequently Asked Questions
Unsure about AIF? Our FAQ section covers the most common questions investors like you have.
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What are AIF Funds?
Alternative Investment Funds (AIFs) are privately pooled investment vehicles established in India, designed to collect funds from specific investors according to a predefined investment policy.
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Who can invest in AIF?
All Indians, including NRIs, PIOs, and OCIs, can invest in AIFs, provided they meet qualifying requirements such as a minimum capital of Rs20 crore for each program. Investors must make a minimum investment of Rs1 crore or Rs25 lakh in the case of AIF employees, directors, and fund managers.
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How can I invest in AIF?
Risk-taking investors desiring diversification can invest in SEBI-registered AIFs. Joining our platform will guide you through the entire investment process, ensuring a seamless experience.
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Can AIF give Loans?
AIFs are privately pooled investment vehicles where funds are not used to give loans, distinguishing them from traditional lending structures.
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Are AIFs high risk?
AIFs carry higher volatility and risk compared to traditional assets like equities and bonds. Their complexity and limited liquidity contribute to their unique risk profile.
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Are AIFs Liquid?
The liquidity of AIFs varies, with many assets not publicly priced or traded, making them less liquid than standard stocks and bonds.
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What are 4 types of investments?
Investments are categorized into growth and defensive investments. Growth investments involve long-term assets like shares and property, while defensive investments include consistent income generators like cash and bonds.
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What is the minimum investment in AIF?
Minimum investments in AIFs depend on the type. Angel funds require a minimum of INR 25 lakhs per investor, while other AIFs demand a minimum of INR 1 crore.
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What is the minimum investment in AIF?
Minimum investments in AIFs depend on the type. Angel funds require a minimum of INR 25 lakhs per investor, while other AIFs demand a minimum of INR 1 crore.
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What does AIF stand for?
AIF stands for Alternative Investment Fund, a privately pooled investment vehicle with a defined investment policy catering to sophisticated investors.
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What is the enrollment charge to be paid by an AIF?
AIF registration fees vary by category: Rs. 5,00,000 for Category I, Rs. 10,00,000 for Category II, and Rs. 15,00,000 for Category III.
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What is the reason for investment in AIF?
High-net-worth individuals (HNIs) opt for AIFs to diversify portfolios, offering high return potential with higher risks. AIFs enable access to non-traditional securities.
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Who can invest in AIF?
Competent investors, whether Indian, foreign, or non-resident Indian, can invest in AIFs, provided they have the required capital and willingness to invest in unlisted and illiquid stocks.
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What is the minimum investment required for investing in AIF?
Except for angel funds, all AIFs in India require a minimum investment of Rs. 1 crore, with the angel fund minimum set at Rs. 25 lakhs.
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What is the corpus of the AIF?
The “corpus” refers to the total committed funds by investors in written contracts or similar instruments within an AIF.
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Is there any limit on the number of investors in the AIF Scheme?
AIFs (excluding angel funds) can have up to 1,000 investors, with a maximum of 49 angel investors. Public calls for investors are prohibited, and funds are raised through private memorandum issuance and other methods.
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