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Top 5 PMS Funds on the basis of 3 Years

*Data as of November 2024
AMC & Scheme Name Inc Date 1Y 2Y 3Y SI
GREEN LANTERN GROWTH FUND DEC-17 54.73% 62.07% 48.27% 27.13%
WALLFORT DIVERSIFIED FUND NOV-18 65.84% 60.17% 44.94% 28.34%
COUNTER CYCLICAL DIVERSIFIED LONGTERM VALUE JUL-19 43.54% 46.42% 43.72% 62.31%
SAMVITTI PMS ACTIVE ALPHA MULTICAP APR-21 46.48% 58.68% 42.93% 42.07%
EQUITREE EMERGING OPPORTUNITIES OCT-17 52.19% 59.16% 41.14% 9.70%

Past performance may or may not sustain in the future. Investment in the AIF & PMS is subject to market risk, please read all the documents before investing. AIF & PMS Experts India do not guarantee any kind of returns

Top 5 PMS Funds on the basis of 5 Years

*Data as of November 2024
AMC & Scheme Name Inc Date 1Y 3Y 5Y SI
COUNTER DIVERSIFIED LONG TERM VALUE JUL-19 43.54% 43.72% 71.71% 62.31%
GREEN LANTERN GROWTH FUND DEC-17 54.73% 48.27% 48.99% 27.13%
ACCURACAP DYNAMO DEC-16 45.59% 33.00% 41.30% 27.32%
WALLFORT DIVERSIFIED FUND NOV-18 65.84% 44.94% 40.92% 28.34%
EQUITREE EMERGING OPPORTUNITIES OCT-17 52.19% 41.14% 40.44% 9.70%

Past performance may or may not sustain in the future. Investment in the AIF & PMS is subject to market risk, please read all the documents before investing. AIF & PMS Experts India do not guarantee any kind of returns

What is PMS?

PMS serves as a dedicated financial architect, crafting personalized investment strategies to suit your financial aspirations and risk tolerance. Much like a personal chef tailors meals to your dietary preferences, PMS involves a seasoned money manager overseeing your portfolio, ensuring that it aligns seamlessly with your financial objectives.

Why Should You Opt for PMS

Tailored Investment Strategies

Personalization Beyond Comparison: PMS offers tailored investment strategies that align precisely with your financial goals and risk tolerance. If you seek a personalized approach that caters specifically to your needs, PMS is an ideal choice.

Direct Ownership and Transparency

Ownership Empowerment: With direct ownership of securities in your portfolio, PMS provides transparency and a sense of control over your investments. Opt for PMS if you value transparency and active participation in decision-making.

Professional Expertise

Expert Guidance in Action: Engaging seasoned money managers, PMS ensures that your portfolio benefits from professional expertise and active monitoring. If you prefer entrusting your investments to experienced professionals, PMS is a suitable option.

Flexibility and Dynamic Adjustments

Flexible Investment Management: PMS allows for dynamic adjustments, adapting to changing market conditions. If you value flexibility and proactive portfolio management, PMS offers a strategic approach to investment.

Balanced Risk and Returns

Strategic Risk Management: PMS aims for higher returns through strategic risk management. Opt for PMS if you seek a balanced approach to risk and reward, customized to your risk profile.

Who Should Opt for AIF

Experienced Investors Seeking Diversity

High-Risk Appetite Investors

Investors Seeking Exclusive Opportunities

Individuals Open to Innovation

Those with a Minimum Investment of Rs. 1 Crore

Types Of AIF

Venture Capital Fund

Targets high-growth startups facing initial capital constraints, aiding their development. VCFs focus on early-stage investments, providing investors proportional shares in the invested firms.

Infrastructure Fund (IF)

Invests in public assets like roads, airports, and communication infrastructure, offering capital growth and dividend income to investors.

Angel Fund

Similar to a Venture Capital fund, it aggregates funds from angel investors for early-stage investments, offering dividends upon the success of new enterprises.

Social Venture Fund

Invests in socially conscious companies addressing environmental and social challenges, providing returns while making a positive impact.

Private Equity (PE) Fund

Invests in private, unlisted firms, offering a diversified portfolio to investors with an investment horizon of 4 to 7 years.

AIF Categories

AIF Category I

AIFs in category I invest in early-stage businesses, SMEs, social initiatives, infrastructure, and other industries. SME Funds, Social Venture fund, Venture capital funds, infrastructure fund & other alternative investment funds that may be designated by the government or regulators are examples of AIFs that invest in start-up or early-stage businesses, social ventures, SMEs, infrastructure, or other sectors or areas.with large cap stocks is often lower. But, it is also challenging to achieve extremely high returns by investing only in large cap equities.

AIF Category II

The funds that do not come under Categories I or III and do not engage in leverage or borrowing other than to cover ongoing operating needs are referred to as Category II AIFs by SEBI. Funds that are invested in both debt and equity instruments fall under this category. Included are any monies that don't already fall within Categories 1 and 3, respectively. The government does not grant any discounts for investments made for Category 2 AIFs.



AIF Category III

By putting money into listed and unlisted derivatives, Category III AIFs use a variety of trading tactics and leverage. They engage in arbitrage, futures, derivatives, and margin trading. Closed-ended and open-ended funds are both permitted in category III funds. They are not as rigorously regulated as conventional investments. As a result, they are not required frequently to publish their information. Also, there are no incentives or discounts offered by the Indian government for investing in these funds.


Advantages Of AIF

01

Diverse Investment
Spectrum

Broadened horizons: AIFs offer a diverse range of investment options, extending beyond conventional choices and providing exposure to various strategies and asset classes. Tailored portfolios: Investors can customize their portfolios within AIFs, selecting investments that align with their preferences and risk appetites.

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02

Exclusivity in Investment Opportunities

Beyond the mainstream: AIFs venture into sectors and assets not typically covered by traditional investments, unlocking unique and potentially high-yielding opportunities. Specialized investments: Investors gain access to exclusive and specialized investments that go beyond traditional asset classes, adding a layer of exclusivity to their portfolio.

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03

Potential for High
Returns

Strategic innovation: AIFs often employ innovative investment strategies, presenting the potential for higher returns akin to the benefits of learning a new language. Risk-reward dynamics: Tailored for investors with a high-risk appetite, AIFs aim to balance risk and reward to potentially yield significant returns.

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04

Broadened Investment Perspective

Exploring new territories: Similar to learning a new language, investing in AIF broadens an investor's perspective by exposing them to non-traditional investment avenues. Innovative strategies: AIFs encourage investors to think beyond conventional investment approaches, fostering a mindset of innovation and adaptability.

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05

Specialized Investment
Process

Enrolling in a specialized course: Investing in AIF involves a process similar to enrolling in a specialized course, requiring the submission of a comprehensive application form and necessary documentation. Exclusive entry: With a minimum investment amount of Rs. 1 crore, AIFs cater to a select group of investors seeking exclusive and specialized investment opportunities.

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06

Dynamic Investment Environment

Responsive strategies: AIFs have the flexibility to adapt to changing market conditions, allowing for dynamic adjustments in investment strategies. Proactive portfolio management: Timely rebalancing and adjustments ensure that AIF portfolios stay in line with evolving market dynamics, optimizing performance.

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07

Strategic Risk
Management

Risk optimization: AIFs often focus on strategic risk management, aiming to optimize risk and reward for investors with a high-risk tolerance. Customized risk exposure: Investors can tailor their risk exposure within AIFs, ensuring a strategic balance that aligns with their risk preferences.

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08

Exclusive Investment
Club

Niche entry: AIFs, with their minimum investment threshold of Rs. 1 crore, offer exclusive entry into a specialized investment club, catering to discerning investors seeking unique financial experiences.

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09

Efficient Onboarding
Process

Specialized enrollment: Investing in AIF involves a specialized onboarding process, ensuring that investors navigate the intricacies of alternative investments with ease. Streamlined entry: Despite the exclusive nature, AIFs offer a streamlined onboarding experience, simplifying the entry process for investors.

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Top 5 AIF Expert Products

Your Goals, Our Curated Funds

As the best PMS AIF Service Provider in India, we streamline the process by carefully selecting top-performing funds that align with your investment objectives. Our proficient team diligently analyzes thousands of options to curate a portfolio of exceptional products, saving you time and effort.


ABBAKUS FOUR2EIGHT OPPORTUNITIES FUND


PANTOMATH BHARAT VALUE FUND


PRUDENT EQUITY ACE FUND


CHANAKYA OPPORTUNITIES FUND SERIES I


STEPTRADE AIF

Uncover Your Investment Potential with Process-Driven Insights

Our platform is designed to match you with the right AIF and PMS products based on a comprehensive understanding of your risk tolerance, investment horizon, and financial goals. By completing our risk profiler, you'll enable us to recommend investment strategies that align with your objectives. Start your journey towards informed investment decisions and explore the strategies best suited to your financial aspirations.e got you covered.

AIF Frequently Asked Questions

Unsure about AIF? Our FAQ section covers the most common questions investors like you have.

  • What are AIF Funds?

    Alternative Investment Funds (AIFs) are privately pooled investment vehicles established in India, designed to collect funds from specific investors according to a predefined investment policy.

  • Who can invest in AIF?

    All Indians, including NRIs, PIOs, and OCIs, can invest in AIFs, provided they meet qualifying requirements such as a minimum capital of Rs20 crore for each program. Investors must make a minimum investment of Rs1 crore or Rs25 lakh in the case of AIF employees, directors, and fund managers.

  • How can I invest in AIF?

    Risk-taking investors desiring diversification can invest in SEBI-registered AIFs. Joining our platform will guide you through the entire investment process, ensuring a seamless experience.

  • Can AIF give Loans?

    AIFs are privately pooled investment vehicles where funds are not used to give loans, distinguishing them from traditional lending structures.

  • Are AIFs high risk?

    AIFs carry higher volatility and risk compared to traditional assets like equities and bonds. Their complexity and limited liquidity contribute to their unique risk profile.

Other Investment Avenues

Portfolio Management Services

PMS serves as a dedicated financial architect, crafting personalized investment strategies to suit your financial aspirations and risk tolerance. Much like a personal chef tailors meals to your dietary preferences, PMS involves a seasoned money manager overseeing your portfolio, ensuring that it aligns seamlessly with your financial objectives.

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