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

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

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

Samvitti AIF - Business Summary

Total AUM

Rs.1153.58 Cr.

Avg. 1 Year Return

-15.05%

Active Clients

441

No. of Strategies

1

Minimum Investment

Rs.1 Crore

Experience

10 Years

Compounded Annual Returns of Samvitti Alternative Investment Fund

1 Year

-15.05%

Nifty 50 - 1 Year

9.02%

3 Year

17.37%

Nifty 50 - 3 Year

27.34%

5 Year

22.18%

Nifty 50 - 5 Year

22.60%

Samvitti AIF Charges or Fees

Fixed Fees

2.5% fund value

Variable AMC

1.5% fund value

Variable Profit Sharing

20% (if above 10% profit)

Exit Load 1st Year

3.00%

Exit Load 2nd Year

2.00%

Exit Load 3rd Year

1.00%


Samvitti AIF Strategies or Investment Approach

Strategy AUM 1 Year Return
Samvitti Alpha Fund AIF Strategy
Not Disclosed
-15.05%

Top Fund Managers of Samvitti Alternative Investment

#1

Mr. Prabhakar Kudva

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Investment Solutions offered by Samvitti Investment Manager

Custom Strategy

Allowed

Strategy Switch

Allowed

Switch Charges

0.8% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

3% within 1st Year

Support provided by Samvitti Alternative Investment

Call Support

Available

Email Support

Not Available

Chat Support

Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 7 Working days

Samvitti AIF Dashboard or Backoffice Platform

Web Platform


Samvitti Alterntive Investment Fund - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.1 Crore

Documents required to Invest in Samvitti AIF

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Samvitti Alternative Investment Manger - SEBI Details

SEBI Reg. No.

INP000000225

Contact Person

RASHMIKANT SHAH

Email ID

NA

Telephone No.

022-6629-1209

Address

813, DALAMAL TOWERS, FREE PRESS JOURNAL ROAD, NARIMAN POINT,, MUMBAI, MAHARASHTRA, 400020

Starting Date

Jul 01, 2016

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