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Alternative investment Funds are a non-conventional investment avenue that puts your money primarily in real estate, private equity or hedge funds. Since these funds have no correlation with stock or debt market, investing in them can diversify your portfolio and also mitigate market risk to a great extent. Alternative investment Funds (AIF) pool cash from refined private investors. This money is put in different tools as per the investment policy of the AIF.

The minimum investments and costs for AIFs are beyond typical investments. However, being open solely to private investors, AIFs are considered illiquid investment option. However, there is a cap on investment amount of Rs. 1 crore. The same is cut down to Rs. 25 lakhs, for directors, employees and fund managers of the AIF. The number of investors per scheme allowed in AIFs are restricted to 1,000 and 49 in Angel funds. Resident Indian individuals, Non-Resident Indians (NRIs) and foreign nationals can invest in alternative investment funds.

Alternative Investment Funds

Also known as private investment funds are divided into three categories

Category I

These funds invest in early-stage ventures or start-up firms, SMEs, infrastructure or other sectors which are considered important for the growth of Indian economy.

Category II

These are typically real estate funds or private equity (PE) funds or funds for distressed assets managed by seasoned fund managers.

Category III

Funds coming under this category employ complex and diverse trading strategies to generate relatively better returns. These types of funds are also allowed to utilise leverage through investment in unlisted and listed derivatives

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