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AIF: Alternative Investment Fund
Alternative Investment Funds that Delivers Value
Based in Mumbai, India; Aequitas is a pioneer in the alternative investment funds industry with its Aequitas Equity Scheme 1 product, generating returns significantly better than the market indices and industry peers.
Riseequities Manager LLP is the investment manager for Aequitas Equity Fund (CAT 3 AIF) and is owned by Aequitas investment consultancy Pvt Ltd (AICPL). SEBI AIF Registration no. IN/AIF3/18-19/0638.
Aequitas is an authorized alternative investment fund manager that provides alternative investment fund management services for professional investors in India and abroad, with the objective of delivering outsized returns. Aequitas AIF has been registered with SEBI since its inception in 2019. Aequitas offers complete AIF services in India for those seeking to complement their fund management infrastructure and explore the power of wealth compounding. With a 3-year CAGR of 70% as of July 2023, Aequitas AIF is the top Alternative Investment fund in India as per Barclay Hedge in the Asia Emerging Markets.
Embarking on our AIF journey in March 2019, with a fund corpus of $6 million and, in 5 years, commanding the fund AUM of $160 million, validates the robustness of our investment philosophy, which has helped us navigate turbulent market cycles over the years.
As amazing as this sounds, it is only the half-truth. <-click the link to read the complete journey
Our Approach
Investment Philosopy
Our investment philosophy is simple, we walk the talk. We believe that savings doesn’t create wealth for you, investing in the right manner does and through a carefully planned strategy, we deliver what we promise.
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Pooled Resources: AIF is a pooled fund – which means that funds from all investors are pooled and invested as a whole. Each investor is allocated units after the cycle’s funds are mobilized. Due to its pooled structure, resources and efforts that are spent on the portfolio are enjoyed by all investors in a cycle.
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Hassle Free: Due to the presence of a fund structure, taxation happens at the fund level. This means the investor can enjoy the gains without having to worry about taxation.
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Diversified Portfolio: At Aequitas we believe in investing with a significant margin of safety. In order to mitigate risks we construct well-diversified portfolios consisting < 25 stocks across sectors with the potential to generate outsized returns.
Siddhartha
Fund Manager, AIF
Siddhartha Bhaiya
Siddhartha Bhaiya is the Managing Director and Chief Investment Officer at Aequitas.
He is a qualified CA and the driving force behind Aequitas with more than 20 years of experience into Equity Research
and Equity Fund Management. He has been instrumental in taking Aequitas from a start-up to one of
the consistently best performance track-record in the industry. He believes in generating outsized
returns by investing in small cap undiscovered companies. With exposure across all market capitalization
companies, he is a specialist in bottom-up stock selection – the Multibagger approach.
>>> Recognitions <<<
Aequitas Equity Scheme
August 2023, our AIF – Aequitas Equity Scheme 1, reached a significant milestone of AUM $100 Million. While AUM building has never been a forefront agenda, it’s a positive feat reassuring the faith our investors have shown in us.
Embarking on our AIF Journey in March 2019, with a fund corpus of $6 million and, in 4 years, commanding a fund AUM of $100 million, validates the robustness of our investment philosophy, which has helped us navigate turbulent market cycles over the years.
As amazing as this sounds, it is only half the truth.
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Aequitas AIF - FAQs
? What type of AIF is Aequitas’s Alternative Investment Fund?
Aequitas Equity Scheme 1 (Aequitas AIF) is a long-only category III AIF, with exposure in only listed Indian equities.
? How is tax computed in AIF Investment?
The regular taxes like Short-term tax gain, Long-term tax gain & Dividend Tax are computed as applicable. Taxation happens at the fund’s end, unlike PMS.
? What is the minimum amount required to invest in Aequitas’s Alternative Investment Funds in India?
The minimum ticket size is INR 3 crore.
? Can NRIs invest in Alternative Investment Funds in India?
Yes, NRIs can invest in the AIF.
? Is there any lock-in period in AIF?
Yes, there is a 1-year lock-in period.
? Do I need to open a demat account first?
Yes, it is a mandate to have a demat account before investing in AIF.
Offshore Fund (IFSCA – GIFT)
Aequitas India Trust is an open-ended fund structure, registered with IFSCA – GIFT. It is a dollar denominated fund, ideal vehicle for international investors (NRIs, FPIs, FIIs, etc.) to invest in the Indian markets, additionally providing tax benefits by saving on GST.
