Category III AIF – Long Only

Build Long-Term Wealth Through Long Only Alternative Investment Strategies

India’s capital markets are becoming a key source of wealth for long-term investors. While broad market indices are still growing, the best chances for gains come from carefully picking companies that show they can execute well, have steady income, and can increase in value over time. AltPort Funds’ Category III Long Only AIF is designed to do just that—an equity plan based on detailed research, careful risk management, and a focus on steady, fundamentally supported growth. Unlike short-term investments that depend on market timing, a Long Only AIF aims for long-term wealth creation. It remains invested in the equity market, without using debt or short selling, which makes it suitable for investors who want clear, positive exposure to India’s economic growth. This setup mixes the flexibility of public markets with the discipline of institutional investing—something regular mutual funds can’t always offer.

Long-Term Equity Investing
High Conviction Portfolios
Growth Focused Strategies
Sector & Theme Based Opportunities
Professional Fund Management

How AltPort Creates Its Long Only Advantage

AltPort Funds treats listed equities like it treats private investments—by focusing on strong confidence in its picks. The strategy focuses on:

Predictable earnings supported by real customer demand

Responsible management and good governance

Good use of capital and strong reinvestment

Advantages that maintain profit margins for the long run

The final result is a portfolio with a clear growth direction, not just a random collection of stocks.

A Strong Research Process

AAltPort’s research combines detailed analysis with a broad look at sector trends. The team researches important trends like increased consumer spending, the move to digital, manufacturing changes, and financial inclusion. Within each trend, firms are checked using a step-by-step process that looks at business model, leadership, finances, and long-term growth potential. Only those that meet these standards are added to the portfolio.

Why Investors Choose AltPort’s Long Only Method

AltPort gives investors a simple, clear, and research-based way to invest in India’s market growth. Without the complexity of special investment products or frequently changing portfolios, investors get direct growth based on real business results. For long-term investors seeking reliability and chances for ongoing growth, AltPort’s Long Only AIF is a well-managed, modern public market choice built with institutional standards.

Category III AIF – Long Only Data

YearAIF ManagersIA NameBM NameAUM (in INR Cr.)1 Month3 Months6 Months1 Year5 YearsSince Inception
2026Nippon India Alternative InvestmentsUNDISCOVERED India Opportunity Ledders of tomorrowNifty Smallcap 100-1.30%0.80%-6.10%-8.50%NA11.30%
2026Generational Capital Breakout TrustGenerational Capital Breakout Fund 1Nifty 50-5.15%0.39%1.80%-19.79%NA9.00%
2026CARNELIAN ASSET MANAGEMENT & ADVISORS PVT LTDBHARAT AMRITKAAL FUNDBSE500-1.39%4.37%1.84%7.24%NA12.02%
2026CARNELIAN ASSET MANAGEMENT & ADVISORS PVT LTDBHARAT AMRITKAAL FUND - 2BSE500-2.04%2.61%4.47%NANA24.46%
2026CARNELIAN ASSET MANAGEMENT & ADVISORS PVT LTDCARNELIAN CAPITAL COMPOUNDER FUND-1BSE200-1.27%8.14%8.72%17.30%NA23.33%
2026CARNELIAN ASSET MANAGEMENT & ADVISORS PVT LTDCARNELIAN INDIA AMRITKAAL FUNDMSCI India (usd)-1.66%2.77%-3.11%3.04%NA2.84%
2026CARNELIAN ASSET MANAGEMENT & ADVISORS PVT LTDCARNELIAN STRUCTURAL SHIFT FUNDBSE 500-3.08%0.51%-1.50%-12.79%NA22.94%
2026AccuraCap Consultancy Services Pvt. Ltd.Accuracap Vectra Fund AIFNSE Smallcap 100-0.90%0.90%-3.50%NANA15.60%
2026AccuraCap Consultancy Services Pvt. Ltd.Accuracap Alphagen Next Fund AIFBSE500-0.80%3.30%-3.40%-8.20%0.09610.20%
2026BAY Capital Investment Advisors Pvt LtdBay Capital India Leaders FundNSE Nifty 50-2.92%0.11%-0.25%2.20%NA#REF!
2026ICICI Prudential AMC Ltd.ICICI Prudential Growth Leaders FundBSE2000.89%5.32%3.50%9.18%NA20.26%
2026ICICI Prudential AMC Ltd.ICICI Prudential Equity Opportunities FundBSE2001.08%4.48%4.91%10.43%NA25.50%
2026ICICI Prudential AMC Ltd.ICICI Prudential Emerging Leaders FundNifty MID-SMALL Cap 4002.35%4.32%4.52%3.71%NA23.47%
2026First Water Capital Advisors LLPFirst Water Capital FundS&P BSE MidSmallCap0.82%-5.01%-6.96%-5.50%0.28029103729.99%
2026First Water Capital Advisors LLPFirst Water Capital Fund - IIS&P BSE MidSmallCap1.28%-0.62%-3.06%-1.00%NA20.52%
2026Sundaram AlternatesATLASNIFTY 500-2.69%5.09%3.13%6.75%NA18.07%
2026Sundaram AlternatesACORNNSE Midcap 100-4.03%6.47%7.82%8.84%0.18985350819.35%
2026AmpersandAmpersand Growth Opportunities Fund Scheme - 1BSE 500882.4-4.14%-1.43%-7.29%-10.70%0.24509832119.46%
2026Prudent Equity ACE FundACE FundS&P BSE 500-1.03%0.35%-8.90%-11.10%NA27.90%
2026AbakkusAbakkus GrowthFund 1BSE 2001.55%6.37%3.78%3.47%0.21819.80%
2026AbakkusAbakkus GrowthFund 2BSE 2001.12%7.27%3.42%-0.60%NA17.04%
2026AbakkusAbakkus Diversified Alfa FundBSE 2000.21%6.99%5.25%4.14%NA21.64%
2026AbakkusAbakkus Diversified Alfa Fund - 2BSE 2001.38%7.02%3.62%8.09%NA18.59%
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Disclaimer: Investing in AIF, PMS, Gift City or Mutual Fund is subject to market risk. Please read the related documents carefully. Past performance does not guarantee future results and there is no assurance that the managed accounts will necessarily achieve their objectives. Actual portfolios may differ as a result of account size, client-imposed investment restrictions, the timing of client investments and market, economic, and individual company factors. We at ALTPORT do not guarantee any returns in the hands of investors, nor do we take any sort of accountability for the performance of the scheme.