Zerodha 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.

Zerodha 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.685.39 Cr.
Avg. 1 Year Return 13.29%
Active Clients 346
No. of Strategies 1
Minimum Investment Rs.1 Crore
Experience 3 Years

Zerodha AIF - Company Overview

Category

AIF

Organization Type

Public

Head Office

Bangalore, Karnataka

Founder

Nithin Kamath, Nikhil Kamath, Dr.Kailash Nadh

Founded In (year)

2010

Zerodha Alternative Investment Funds Performance or Returns

1 Year

13.29%

Nifty 50 - 1 Year

9.02%

3 Year

11.64%

Nifty 50 - 3 Year

27.34%

5 Year

18.36%

Nifty 50 - 5 Year

22.60%

Zerodha AIF Charges or Fees

Fixed Fees

2.50% of Fund Value

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

5% (if above 10% profit)

Exit Load 1st Year

1.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Best Strategies by Zerodha Alternative Investment Funds

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

Strategy Name True Beacon 1
Start Date Friday, August 23, 2019
Category Large & Mid Cap
Benchmark NIFTY 50
AUM (Rs.) Rs.369 Cr.
No. of Stocks Not Disclosed
1 Yr. Return 13.29%
3 Yr. Return 11.64%
5 Yr. Return 18.36%
Fund Manager Mr Prashant Bisht

Top Fund Managers of Zerodha AIF

#1

Mr Prashant Bisht

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Investment Facilities provide by Zerodha Alternate Investment Funds

Custom Strategy

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

No Charges

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Not Allowed

Early Exit

Allowed

Early Exit Charges

1% within 1st Year

Zerodha Alternative Investment Support

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Available

Issue Resolving TAT

Max 7 Working days

Zerodha AIF Dashboard Link

Web Platform


Zerodha AIF Review or Ratings by Finec.in

Overall Rating

7.84 / 10

Portfolio Performance

8.04 / 10

Support

8.00 / 10

Facilities

7.80 / 10

Charges

7.64 / 10

Experience

7.72 / 10

Zerodha Alternative Investment Funds - SEBI Details

SEBI Reg. No.

INP200007353

Contact Person

Tanvi Sheth

Telephone No.

9958871615

Address

The Marquis, 3rd Floor, No. 19, Vittal Mallya Road, BANGALORE, KARNATAKA, 560001

Starting Date

Mar 09, 2022

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Zerodha AIF - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.1 Crore

Documents required to Invest with Zerodha Alternate Funds

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

Customer ratings and reviews of Zerodha AIF

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