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

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

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

Aequitas AIF - Business Summary

Total AUM

Rs.3193.13 Cr.

Avg. 1 Year Return

-1.97%

Active Clients

142

No. of Strategies

1

Minimum Investment

Rs.1 Crore

Experience

10 Years

Compounded Annual Returns of Aequitas Alternative Investment Fund

1 Year

-1.97%

Nifty 50 - 1 Year

9.02%

3 Year

26.71%

Nifty 50 - 3 Year

27.34%

5 Year

48.17%

Nifty 50 - 5 Year

22.60%

Aequitas AIF Charges or Fees

Fixed Fees

2% of Fund Value

Variable AMC

NA

Variable Profit Sharing

NA

Exit Load 1st Year

0.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Aequitas AIF Strategies or Investment Approach

Strategy AUM 1 Year Return
Aequitas Equity Scheme I AIF Strategy
Rs.1326.79 Cr.
-1.97%

Top Fund Managers of Aequitas Alternative Investment

#1

Mr. Siddhartha Bhaiya

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Investment Solutions offered by Aequitas Investment Manager

Custom Strategy

Not Allowed

Strategy Switch

Allowed

Switch Charges

1% of Fund Value

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

Free

Support provided by Aequitas 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

Aequitas AIF Dashboard or Backoffice Platform

Web Platform


Aequitas Alterntive Investment Fund - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.1 Crore

Documents required to Invest in Aequitas AIF

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Aequitas Alternative Investment Manger - SEBI Details

SEBI Reg. No.

INP000006943

Contact Person

Alok Nagpurkar

Email ID

sv@sageoneinvestments.com

Telephone No.

020-6627-9638

Address

Bunglow 56, Cloud 9,, NIBM Road, Kondhwa,, PUNE, MAHARASHTRA, 411048

Starting Date

Nov 22, 2019

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