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

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

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

Dalal & Broacha AIF - Business Summary

Total AUM

Rs.1089.28 Cr.

Avg. 1 Year Return

1.28%

Active Clients

532

No. of Strategies

1

Minimum Investment

Rs.1 Crore

Experience

9 Years

Compounded Annual Returns of Dalal & Broacha Alternative Investment Fund

1 Year

1.28%

Nifty 50 - 1 Year

9.02%

3 Year

15.10%

Nifty 50 - 3 Year

27.34%

5 Year

19.70%

Nifty 50 - 5 Year

22.60%

Dalal & Broacha AIF Charges or Fees

Fixed Fees

2.00% 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%


Dalal & Broacha AIF Strategies or Investment Approach

Strategy AUM 1 Year Return
Dalal Broacha India Opportunities Multi Cap Fund AIF Strategy
Not Disclosed
1.28%

Top Fund Managers of Dalal & Broacha Alternative Investment

#1

Mr. Milind Karmarkar

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Investment Solutions offered by Dalal & Broacha Investment Manager

Custom Strategy

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

No Charges

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Allowed

Early Exit

Allowed

Early Exit Charges

Free

Support provided by Dalal & Broacha 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

Dalal & Broacha AIF Dashboard or Backoffice Platform

Web Platform


Dalal & Broacha Alterntive Investment Fund - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.1 Crore

Documents required to Invest in Dalal & Broacha AIF

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Dalal & Broacha Alternative Investment Manger - SEBI Details

SEBI Reg. No.

INP000005838

Contact Person

VINOD AMERIA

Email ID

abhinandan@tulsianpms.com

Telephone No.

022-2351-1144

Address

6/40, TARDEO AC MARKET, TARDEO, MUMBAI, MAHARASHTRA, 400034

Starting Date

Sep 26, 2017

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