Tata AIF: Expert Portfolio Management

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

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

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

Tata AIF - Business Summary

Total AUM

Rs.1655.51 Cr.

Avg. 1 Year Return

8.09%

Active Clients

209

No. of Strategies

Minimum Investment

Rs.1 Crore

Experience

9 Years

Compounded Annual Returns of Tata Alternative Investment Fund

1 Year

8.09%

Nifty 50 - 1 Year

9.02%

3 Year

9.92%

Nifty 50 - 3 Year

27.34%

5 Year

13.07%

Nifty 50 - 5 Year

22.60%

Tata AIF Charges or Fees

Fixed Fees

2.5% of Fund Value

Variable AMC

Variable Profit Sharing

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%

Tata AIF Strategies or Investment Approach

Strategy	AUM	1 Year Return
Tata Absolute Return Fund AIF Strategy	Not Disclosed	10.25%
Tata Equity Plus Absolute Returns Fund AIF Strategy	Not Disclosed	5.93%