IIFL SECURITIES DYNAMIC FUND

• defined trading and allocation rules
• Market insight and timing Identifying entry and exit points with precision
• Consistency of execution Avoiding overexposure or erratic positioning

In this space, how decisions are executed matters as much as the decisions themselves.

Role Within a Portfolio

An allocation to AIF Category III is typically tactical and performance-oriented.

It can:

• Add agility to a portfolio during changing market conditions
• Act as a return enhancer alongside long-term investments
• Provide strategies that may perform across both rising and falling markets

It’s not a replacement for core holdings—it’s a dynamic layer that complements them.

A Note on Expectations

This strategy comes with a different set of expectations compared to other AIF categories.

• Performance may be more variable in the short term
• Returns are influenced by market conditions and execution quality
• Volatility can be higher depending on strategy style

The focus is on managing risk while capturing opportunities, not eliminating uncertainty.

In Category III AIFs, execution matters as much as strategy.

These are not static portfolios—they’re actively managed, market-linked strategies designed to respond to opportunities as they emerge. But with flexibility comes complexity, and not every strategy navigates it well.

At AltPort Funds, you can explore 1800+ AIF opportunities, including Category III strategies evaluated across risk frameworks, consistency, and manager discipline.

The focus is not just on performance—but on how that performance is generated and sustained.

Connect with our team to assess whether this strategy aligns with your portfolio’s risk-return expectations.