Aif

Hedge-style funds for the mass market are here, with SIFs lining up long-short fund launches

Edelweiss, SBI and Quant roll out long–short Special Investment Funds, promising hedge-fund flair with mutual fund accessibility — but performance history raises big questions.

360 One Private Equity Fund, Manager and KMP settle case with Sebi for Rs 14.62 lakh

Sebi observed that 360 One Private Equity Fund, through its scheme 360 One Seed Ventures Fund 1, accepted investments from other AIFs while also investing in units of AIFs. This breached AIF Regulations.

Top 10 Portfolio Management Strategies for July

InCred Asset Management’s Healthcare Portfolio delivered the highest return at 11.96 percent, followed by Valcreate’s Lifesciences and Specialty Opportunities strategy, which gained 8.48 percent, followed by Green Portfolio’s MNC Advantage at 6.89 percent.

Top 10 AIF performances for July show thematic plays delivering returns

Midcap, growth-oriented and SME-focused Alternative Investment Funds were among the top performers in July, with returns ranging between 2 to 8 percent, showed data.

Motilal Oswal Alternates closes sixth realty fund with Rs 2,000 crore raise, eyes offices next

The IREF-VI is significantly larger than MO Alts' previous real estate fund, which closed at Rs 1,200 crore. The current fund announced its first close of around Rs 1,250 crore in February 2024

Steptrade Capital makes first close of Rs 1,000 crore microcap fund, eyes emerging small businesses

Targets resilient firms in renewables, defence, and waste management with Revolution Fund-II

Repo rate cuts may drive HNI investors towards Real Estate AIFs, say experts

AIFs are privately pooled funds that invest in non-traditional assets like private equity, hedge funds, and real estate. They offer niche, high-risk, high-reward opportunities suited for experienced investors.

How revised rules for AIF affect lenders

The RBI has revised its strict investment norms for Alternative Investment Funds, softening the December 2023 blow that rattled the financial sector. With clearer definitions and relaxed provisioning, regulated entities now see a more balanced compliance path ahead

VCs hail RBI’s proposal to allow banks and NBFCs to invest up to 15% in AIFs

Among the key asks of AIFs has been that banks and NBFCs should not be asked to provision for AIF investments in equity-linked instruments

Top 10 AIF performance for the month of April 2025

The top-performing Alternative Investment Funds (AIFs) for the month of April saw CCV Investment Managers LLP’s Emerging Opportunities Fund-I leading the pack, followed by Aarth AIF’s Growth Fund and Finideas Growth Fund Scheme-1.

SEBI suggests more flexibility for AIFs in co-investing, proposes setting up a separate scheme under the fund

The consultation paper also suggested other measures such as doing away with the prohibition on investment managers of AIFs providing advisory services in listed securities.

Carnelian stays focused on BFSI, pharma, engineering; hikes exposure to Reliance, Kotak Bank

The PMS and AIF performance from April reflect continued overweight stance on BFSI, pharma, and engineering sectors, while reducing exposure to chemicals.

Nirala World-backed AIF to invest Rs 2,000 crore in distressed real estate projects

SGRE Fund has currently invested in projects that are stuck due to lack of funds, and is ready to support projects struggling to get funding from banks, financial institutions and from other alternative funds.

AIF Finideas Growth Fund, its manager, KMP pay Rs 12.75 lakh for settling violation

The market regulator said that they had breached the concentration limit in a single investee company, with their investment in Indian Railway Finance Corporation

Tavasya’s special situations approach: unlocking value in distressed assets

Founded in 2023, Tavasya focuses on special situation investments in India’s distressed asset space

Alpha-generating fund managers face off: Quick gains or long-term plays?

PMS AIF World hosted a discussion on investment styles between fund managers who delivered exceptional returns in 2024, ranging between 40 and 80 percent.

IVCA President backs level-playing field between AIFs and MFs for new asset class

IVCA's Rajat Tandon believes that Sebi's proposed Systematic Investment Funds (SIF) could lead to a shift of clients away from Category III AIFs, owing to the lower ticket size and similar strategies.

Analysis | Key corporate tax changes in Budget 2025 and impact on India Inc

Against the backdrop of the introduction of a new tax bill, the Union Budget 2025 brings a series of tax amendments. While some changes benefit startups and foreign investors, others could make mergers and restructurings less tax-friendly.

AIFs see more institutional, Family Office investment after Budget clarifies treatment of capital gains

In order to clear the tax uncertainty, the Union Budget had clarified that income generated by Category I and II AIFs will be treated as capital gains. Earlier, FPIs investing in Indian AIFs faced multiple litigations over whether their gains were capital gains or business income.

Top 10 Category III AIFs in 2024; A9 Finsight and Swyom Advisors take the lead