Multibagger quotient: 37x
Amplify Your Returns with Our
Alternative Investment Funds (AIF) in India
Based in Mumbai, Aequitas offers pioneering alternative investment funds in India with its Aequitas Equity Scheme 1 product, generating returns significantly better than the market indices and industry peers.
With a 3-year CAGR of 70% as of July 2023, Aequitas’ Alternative Investment Fund is the top AIF in India as per Barclay Hedge in the Asia Emerging Markets. For latest performance details, connect with us.
Over the last 6 years, our AIF in India corpus has grown from $6 million to $160 million, validating the robustness of our investment philosophy, which has helped us navigate turbulent market cycles over the years.
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Why Choose Aequitas AIF in India?
Discover why Aequitas offers the best AIF in India, designed to deliver exceptional wealth growth through expertise and strategic investment.
Parallel to our PMS
Our flagship PMS and CAT III AIF share the same investment philosophy and approach, focusing on valuation and a margin of safety in listed Indian equities.
Pooled Resources
Our AIF operates as a pooled investment fund from multiple investors. This structure ensures that the expertise and efforts by our portfolio manager benefit all investors.
Hassle-Free Taxation
Alternative Investment Funds simplify the investment journey by managing taxation at the fund level, allowing investors to enjoy returns without individual tax obligations.
Diversified Portfolio
For our AIF in India, we prioritize risk management and aim for consistent growth. With a focus of ~25 stocks across sectors, we maintain a significant margin of safety.
Regulatory Oversight
As SEBI-regulated funds, AIF Category III operates under a robust compliance framework, ensuring transparency and adherence to high governance standards.
Insights from the Leading AIF Company in India
Over the years, many of our portfolio companies in AIF have not only achieved remarkable growth but have also turned into multibaggers, delivering outsized returns to stakeholders. Here are some standout examples.
Apar Industries Ltd
Apar Industries Ltd. is a leading Indian conglomerate, specializing in the production of conductors, transformer oils, and power and telecom cables.
Avanti Feeds Limited
Avanti Feeds Ltd. is a prominent Indian aquaculture company that specializes in shrimp and prawn processing. It is known for its quality seafood products and has a significant presence in the global seafood industry.
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Multibagger quotient: 120x
GAEL
Gujarat Ambuja Exports Ltd. specializes in the export of agricultural products, including spices, seeds, and other food items, and is known for its international market presence and quality products.
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Multibagger quotient: 27x
JSL
Jindal Stainless Ltd. is one of India's largest stainless-steel manufacturers and a leading global player, renowned for its high-quality stainless-steel products.
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Multibagger quotient: 12x
PowerMech
Power Mech Projects Ltd. is a leading Indian infrastructure company specializing in the execution of power projects, industrial boilers, and balance of plant works.
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Multibagger quotient: 9x
Connect With Us to Know More About Our AIF in India
Just like our conviction in long term investment strategy, we carry a firm belief in building long term relationships with our investors.
If you are interested to know more about our AIF in India, please fill in your details and our team will reach out to you at the earliest possible.
Our Approach
Investment Philosopy : Alternative Investment Fund
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.
Aequitas Equity Scheme - Alternative Investment Fund (AIF)
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.
Read MoreKnow Your Alternative Investment Fund Manager
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 in Equity Research and Equity Fund Management. He has been instrumental in taking Aequitas from a start-up to one of the top AIF in India, based on performance track-records in the industry. He believes in generating outsized returns for Aequitas’ alternative investment fund (AIF) investments 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.
Download Resources for Alternative Investment Fund (AIF)
FAQs - Alternative Investment Funds in India
? 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 a dollar-denominated fund tailored for international investors, including NRIs (Non-Resident Indians), FPIs (Foreign Portfolio Investors), and FIIs (Foreign Institutional Investors), to invest in the Indian markets. Our Alternative Investment Fund is registered with IFSCA at GIFT City.
Types of Alternative Investment Funds in India
SEBI classifies AIFs in India into three categories based on investment style and risk-return profiles:
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