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

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

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

Zerodha AIF - Business Summary

Total AUM

Rs.685.39 Cr.

Avg. 1 Year Return

13.29%

Active Clients

346

No. of Strategies

1

Minimum Investment

Rs.1 Crore

Experience

3 Years

Compounded Annual Returns of Zerodha Alternative Investment Fund

1 Year

13.29%

Nifty 50 - 1 Year

9.02%

3 Year

11.64%

Nifty 50 - 3 Year

27.34%

5 Year

18.36%

Nifty 50 - 5 Year

22.60%

Zerodha AIF Charges or Fees

Fixed Fees

2.50% of Fund Value

Variable AMC

1.5% of Fund Value

Variable Profit Sharing

5% (if above 10% profit)

Exit Load 1st Year

1.00%

Exit Load 2nd Year

0.00%

Exit Load 3rd Year

0.00%


Zerodha AIF Strategies or Investment Approach

Strategy AUM 1 Year Return
Zerodha True Beacon 1 AIF Strategy
Rs.369 Cr.
13.29%

Top Fund Managers of Zerodha Alternative Investment

#1

Mr Prashant Bisht

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Investment Solutions offered by Zerodha Investment Manager

Custom Strategy

Not Allowed

Strategy Switch

Not Allowed

Switch Charges

No Charges

NRI Investment

Allowed

Discretionary

Allowed

Non-Discretionary

Not Allowed

Early Exit

Allowed

Early Exit Charges

1% within 1st Year

Support provided by Zerodha Alternative Investment

Call Support

Available

Email Support

Available

Chat Support

Not Available

Dedicated RM Support

Available

Fund Manager Intereraction

Available

Issue Resolving TAT

Max 7 Working days

Zerodha AIF Dashboard or Backoffice Platform

Web Platform


Zerodha Alterntive Investment Fund - Eligibility Criteria

Age

18+ Years

Nationality

Indian & NRI

Investment

Minimum Rs.1 Crore

Documents required to Invest in Zerodha AIF

PMS Agreement

Mandatory

POA

Mandatory

Demat Account

Mandatory

PAN

Mandatory

Address Proof

Mandatory

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Zerodha Alternative Investment Manger - SEBI Details

SEBI Reg. No.

INP000005801

Contact Person

JAIDEEP VAIDYA

Email ID

jaideep.vaidya@acm.co.in

Telephone No.

022-2858-3333

Address

NUCLEUS HOUSE, SAKI-VIHAR ROAD, ANDHERI EAST, MUMBAI, MAHARASHTRA, 400072

Starting Date

Aug 21, 2017

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