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Aditya Birla AIF is a premium investment vehicle designed for sophisticated investors seeking to diversify beyond traditional equity and debt markets.

Managed by Aditya Birla AMC, a trusted name in the Indian financial services sector, this fund caters to High Net-Worth Individuals (HNIs) and institutional investors.

The Aditya Birla Alternative Investment Fund aims to deliver superior risk-adjusted returns by investing in non-traditional assets such as private equity, pre-IPO companies, high-yield debt, and structured products.

This investment strategy leverages deep research capabilities, sector expertise, and long-term value-driven approach.

In summary, Aditya Birla Alternative Investment products are ideal for investors looking to enhance portfolio diversification, access exclusive deals, and potentially generate higher returns with professional risk management.

Aditya Birla AIF - Business Summary

Total AUM

Rs.26605.86 Cr.

Avg. 1 Year Return

3.00%

Active Clients

2209

No. of Strategies

3

Minimum Investment

Rs.1 Crore

Experience

9 Years

Compounded Annual Returns of Aditya Birla Alternative Investment Fund

1 Year

3.00%

Nifty 50 - 1 Year

9.02%

3 Year

17.77%

Nifty 50 - 3 Year

27.34%

5 Year

NA

Nifty 50 - 5 Year

22.60%

Aditya Birla AIF Charges or Fees

Fixed Fees

2.5% of Fund Value

Variable AMC

No Fixed Fees

Variable Profit Sharing

20% (if above 12% profit)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%


Aditya Birla AIF Strategies or Investment Approach

Strategy AUM 1 Year Return
Aditya Birla India Equity Opportunities Fund AIF Strategy
Rs.164 Cr.
6.29%
Aditya Birla India Equity Services Fund AIF Strategy
Rs.962 Cr.
-2.38%
Aditya Birla India Special Opportunities Fund AIF Strategy
Rs.359 Cr.
5.09%

Top Fund Managers of Aditya Birla Alternative Investment

#1

Mr. Sameer Narayan

#2

Mr. Salvin Shah

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Investment Solutions offered by Aditya Birla Investment Manager

Custom Strategy

Allowed

Strategy Switch

Allowed

Switch Charges

1% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

3 % within 1st Year

Support provided by Aditya Birla Alternative Investment

Call Support

Available

Email Support

Not Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Available

Issue Resolving TAT

Max 5 Working days

Aditya Birla AIF Dashboard or Backoffice Platform

Web Platform


Aditya Birla Alterntive Investment Fund - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.1 Crore

Documents required to Invest in Aditya Birla AIF

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Aditya Birla Alternative Investment Manger - SEBI Details

SEBI Reg. No.

INP000001694

Contact Person

MAYANK ARORA

Email ID

pms@licmf.com

Telephone No.

022-6601-6041

Address

INDUSTRIAL ASSURANCE BUILDING, 4TH FLOOR,, OPPOSITE CHURCHGATE STATION, MUMBAI, MUMBAI, MAHARASHTRA, 400020

Starting Date

May 01, 2015

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