Aequitas AIF offers investors access to specialised investment strategies beyond traditional mutual funds.

These funds are structured under AIF regulations of SEBI and focus on high-growth opportunities in equity, private credit, and real estate.

Aequitas Alternative Investment Funds are designed for high-net-worth individuals seeking long-term capital appreciation and diversification.

With strong research backing and sectoral expertise, this Fund aims to deliver consistent returns by identifying emerging trends and quality businesses.

Total AUM Rs.3193.13 Cr.
Avg. 1 Year Return -1.97%
Active Clients 142
No. of Strategies 1
Minimum Investment Rs.1 Crore
Experience 10 Years

Aequitas AIF - Company Overview

Category

AIF

Organization Type

Private

Head Office

Mumbai, Maharashtra

Founder

Siddhartha Bhaiya

Founded In (year)

2012

Aequitas Alternative Investment Funds Performance or Returns

1 Year

-1.97%

Nifty 50 - 1 Year

9.02%

3 Year

26.71%

Nifty 50 - 3 Year

27.34%

5 Year

48.17%

Nifty 50 - 5 Year

22.60%

Aequitas AIF Charges or Fees

Fixed Fees

2% of Fund Value

Variable AMC

NA

Variable Profit Sharing

NA

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Best Strategies by Aequitas Alternative Investment Funds

Check out various strategies or Investment approaches provided by Aequitas AIF.

Strategy Name Equity Scheme I
Start Date Thursday, March 14, 2019
Category  CAT III – LONG ONLY
Benchmark NIFTY 50
AUM (Rs.) Rs.1326.79 Cr.
No. of Stocks 18
1 Yr. Return -1.97%
3 Yr. Return 26.71%
5 Yr. Return 48.17%
Fund Manager Mr. Siddhartha Bhaiya

Top Fund Managers of Aequitas AIF

#1

Mr. Siddhartha Bhaiya

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Investment Facilities provide by Aequitas Alternate Investment Funds

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

1% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

Free

Aequitas Alternative Investment Support

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 7 Working days

Aequitas AIF Dashboard Link

Web Platform


Aequitas AIF Review or Ratings by Finec.in

Overall Rating

8.14 / 10

Portfolio Performance

8.34 / 10

Support

8.10 / 10

Facilities

8.02 / 10

Charges

7.94 / 10

Experience

8.30 / 10

Aequitas Alternative Investment Funds - SEBI Details

SEBI Reg. No.

INP000004417

Contact Person

Mayur Shah

Telephone No.

022-2659-2126

Address

A-1003, The Capital Building,Behind ICICI Bank, BKC, Bandra - East, MUMBAI, MAHARASHTRA, 400051

Starting Date

Dec 26, 2015

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Aequitas AIF - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.1 Crore

Documents required to Invest with Aequitas Alternate Funds

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Aequitas AIF

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