Prudent Equity AIF Logo

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

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

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

Prudent Equity AIF - Business Summary

Total AUM

Rs.28.26 Cr.

Avg. 1 Year Return

0.76%

Active Clients

54

No. of Strategies

1

Minimum Investment

Rs.1 Crore

Experience

1 Years

Compounded Annual Returns of Prudent Equity Alternative Investment Fund

1 Year

0.76%

Nifty 50 - 1 Year

9.02%

3 Year

NA

Nifty 50 - 3 Year

27.34%

5 Year

NA

Nifty 50 - 5 Year

22.60%

Prudent Equity AIF Charges or Fees

Fixed Fees

3.75% of Fund Value

Variable AMC

1% of Fund Value

Variable Profit Sharing

15% Profit Sharing on All Profits

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Prudent Equity AIF Strategies or Investment Approach

Strategy AUM 1 Year Return
Prudent Equity Ace Fund AIF Strategy
Not Disclosed
0.76%

Top Fund Managers of Prudent Equity Alternative Investment

#1

Mr Siddharth Oberoi

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Investment Solutions offered by Prudent Equity Investment Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

0.75% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

Free

Support provided by Prudent Equity Alternative Investment

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Not Available

Issue Resolving TAT

Max 7 Working days

Prudent Equity AIF Dashboard or Backoffice Platform

Web Platform


Prudent Equity Alterntive Investment Fund - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.1 Crore

Documents required to Invest in Prudent Equity AIF

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Prudent Equity Alternative Investment Manger - SEBI Details

SEBI Reg. No.

INP000005874

Contact Person

Purva Joshi

Email ID

regcompliance@iiflw.com

Telephone No.

022-4876-5496

Address

IIFL Centre, Kamala City, Senapati Bapat Marg, Lower Parel West, MUMBAI, MAHARASHTRA, 400013

Starting Date

Nov 28, 2017

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