Ridhima is a research intern at MMI.

Ocean Dial Asset Management

Funds managed Fund name Asset Class License India Capital Growth Fund Small & Mid Cap Indian Equities (Closed Ended) – Long Only SEBI AIF Cat 3 Gateway to India Fund Indian Equities (Open Ended) – Long Only SEBI AIF Cat 3  Ocean Dial Systematic Equity Fund Equities – Long Only SEBI AIF Cat 3 About

Motilal Oswal (AIF)

Funds managed Fund name Asset Class License Focused Emergence Fund Long Only Equity SEBI AIF Cat 3 Value Strategy  Equity Concentrated (Large Cap) PMS India Opportunity Portfolio Equity Concentrated (Small & Mid Cap) PMS India Opportunity Portfolio 2 Equity Concentrated (Small & Mid Cap) PMS Business Opportunities Portfolio Equity Concentrated (Multi Cap) PMS Next Trillion

Oyster Rock Capital

http://oysterrockcapital.com/  C-36, FLOOR -3, B, JAYANT APARTMENTS,  APPASAHEB MARATHE MARG,  PRABHADEVI  MUMBAI ( Maharashtra), India  400025  Email – [email protected]             [email protected] Funds managed- Name of the fund is not mentioned- but with the help of the media article we know that its close ended fund invests in mid cap stocks. Fund name Asset Class License Fund

Sankhya Ventures

Funds managed Fund name Asset Class License India Credit Opportunities Fund Hedge fund SEBI AIF Cat 3 About the AMC https://in.linkedin.com/in/sanjay-mithal-691838161 Sankhya Ventures LLP is a partnership with a focus on managing a family of Category–III, Alternative Investment Funds (AIFs). Sankhya India Credit Opportunities Fund, the first of this family, is an open-ended, MSME Mezzanine

SBI Funds Management

Funds managed Fund name Asset Class License Alternative Equity Fund SEBI AIF Cat 3 Growth with Values PMS About the AMC Joint Venture between SBI and AMUNDI (France), one of the world’s leading fund management companies. SBI Funds Management has emerged as one of the largest player in India advising various financial institutions, pension funds,

Tortoise Investment

Funds managed Fund name Asset Class License Tortoise Fund SEBI AIF Cat 3 About the AMC Incorporated on July 25th, 2018 There are 2 Directors/Signatories associated with Tortoise Investment Management Llp. They are: Sandeep Dipak Randery and Puja Sandeep Randery. No further information can be found. Investment Philosophy (for firm) First philosophy, then process if

Invesco Asset Management PMS

Funds managed Fund name Asset Class License Large Cap Core Portfolio Equity Large cap PMS Panther Portfolio Equity PMS Leo Portfolio Equity PMS Caterpillar Portfolio Equity Mid & Small Cap Biased PMS Infrastructure Portfolio Equity (Infrastructure related) PMS Sector Opportunities Portfolio Equity (sector rotation) PMS Cash Management Portfolio Units of debt/ Liquid schemes PMS Active

Quest Investment Advisors

Funds managed Fund name Asset Class License Flagship Not Available PMS Multi Not Available PMS Focus Not Available PMS About Founded by Mr. Ajay Sheth in the late 1980s, they  have been in the Indian capital markets for 3 decades. Their focus was initially on providing research in the small and midcap space to FIIs,

Lakewater

Funds managed Fund name Asset Class License Lakewaters PMS Equity PMS Lakewaters PMS: Number of stocks – 15-25 Portfolio Strategy: Invest in sectors that have long term growth opportunities. Innovation is key to growth. A company needs to innovate. To innovate it should be supported by strong Research and Development investment. Innovation should not be

Nippon India PMS

Funds managed Fund name Asset Class License Absolute Freedom Large and Mid cap equity PMS High Conviction  Multi cap equity PMS Emerging India Small and Mid cap equity PMS India Economic Transformation Multi cap equity PMS Absolute Freedom Inception Date: 24 September 2004 Number of Stocks : 20-25 Fund Manager Name: Varun Goel Portfolio construct

ONCG Startup

Funds managed Fund name Asset Class License ONGC StartUp Fund  Seed Stage + Later Stages SEBI AIF Cat 1 10 PSU’s joined hands with the government in the startup india initiative for raising INR 320cr’ from which ONGC alone contributed INR 100cr. About the AMC “Start-up India” is a flagship initiative of the Government of

Kohlberg Kravis Roberts (KKR)

Funds managed Fund name Asset Class License KKR INDIA DEBT FUND I Private Debt SEBI AIF Cat 2 KKR INDIA DEBT OPPORTUNITIES FUND II Private Debt SEBI AIF Cat 2 KKR INDIA DEBT OPPORTUNITIES FUND III Private Debt SEBI AIF Cat 2 KKR India Real Estate Opportunities Fund – I Real Estate SEBI AIF Cat

SBI CAP

Funds managed Fund name Asset Class License Neev Fund Infrastructure SEBI AIF Cat 1 SWAMIH Investment Fund I Real Estate SEBI AIF Cat 2 SVL – SME Fund SME SEBI AIF Cat 2 Neev Fund is the outcome of a partnership between State Bank of India and UK’s Department for International Development (DFID). Neev fund

Piramal Fund Management

Funds managed Fund name Asset Class License IIFL Income Opportunities Series – Special Situations Debt SEBI AIF Cat 2 Piramal Asset Resurgence Fund Distressed assets SEBI AIF Cat 2 Piramal Ivanhoe Residential Equity Fund I Real Estate SEBI AIF Cat 2 About Piramal Fund Management Pvt Ltd (PFMPL) is the fiduciary arm of the financial

AccuraCap

Funds managed Fund name Asset Class License Alpha 10 Public Equities (Large Cap) PMS Pico Power Public Equities (Mid Cap) PMS Dynamo Alpha 10 Inception Date: 19 September 2011 Product Profile: The Investments under the strategy predominantly comprise of stocks having Larger Market Caps. The objective is to outperform the BSE 100 Index through constructing

Alpha Alternatives

Funds managed Fund name Asset Class License Asia Special Opportunity Fund I (singapore based) Credit fund India Special Opportunity Fund I Senior Secured Credit Fund SEBI AIF Cat 2 Alpha Special Opportunity Fund II Special situations and stressed asset opportunities SEBI AIF Cat 2 India Special Opportunity Fund (ISOF) was launched in 2018 as an

Matrix Partners India

Funds managed Fund name Asset Class License Fund 1 Seed, series A, B & C Fund 2 Seed, series A, B & C Fund 3 Seed, series A, B & C About the AMC Early-stage (seed, series A & series B) investors based in Mumbai, Bangalore and Delhi. Matrix Partners began in Boston in 1977,

Kotak Investment Advisors

Funds managed Fund name Asset Class License Kotak Private Equity Fund Not found SEBI AIF Cat 1 About the AMC Kotak Mahindra Group had been associated with private equity investments since 1997. In 2005, to bring about a sharper focus to this business, Kotak Investment Advisors Limited was set up as the Group’s Alternate Assets

Endiya

Funds managed Fund name Asset Class License Seed Co-creation Fund Seed Capital SEBI AIF Cat 1 Fund 1 Early Stage SEBI AIF Cat 1 Fund 2 Seed Capital SEBI AIF Cat 1 About the AMC Fill the funding gap between Angel/very early and Series A rounds. On an average, Endiya plans to invest Rs 30-40

Auto Nebula

Funds managed Fund name Asset Class License Not found Seed capital SEBI AIF Cat 1 About the AMC Catalyzing the best and brightest start-ups that produce new applications, systems, and data for the advancement of transportation worldwide.They are focusing on startups working on LIDAR, RADAR, Cybersecurity, Artificial Intelligence, IoT and Autonomous Vehicles.They are  also partners

Anthill Venture Capital

Funds managed Fund name Asset Class License Fund 1 Early stage (Pre A & Series A) SEBI AIF Cat 1 About the AMC Anthill Ventures is a Speed Scaling Ecosystem which helps early growth startups in Pre-Series ‘A’, go to series ‘A’ & ‘B’ in 1-2 years through rapid Speed Scaling Anthill typically invests in

3One4 Capital

Funds managed Fund name Asset Class License Fund 1 Early Stage SEBI AIF Cat 1 Fund 2 Early Stage SEBI AIF Cat 1 Fund 3 (Dedicated Opportunities Fund) Venture Capital (Series B onwards) SEBI AIF Cat 1 Fund 3 is a venture capital fund which invests only in selected companies from the portfolio who have

Cheekotel Venture Capital

Funds managed Fund name Asset Class License Cheekotel Venture Capital SME/ Early Stage SEBI AIF Cat 1 Cheekotel Development Catalyst Seed and Early Stage SEBI AIF Cat 1 Digital India Fund Private Equity SEBI AIF Cat 1 Innovation Foundation About the AMC Established in 2002, Cheekotel is India’s oldest and largest domestic, private, alternative asset

Chiratae Ventures

Funds managed Fund name Asset Class License Fund I Seed/ Early SEBI AIF Cat 1 Fund II Seed/ Early SEBI AIF Cat 1 Fund III Seed/ Early SEBI AIF Cat 1 Fund IV Seed/ Early SEBI AIF Cat 1 Mauritius-incorporated Chiratae Ventures International Fund IV LLC and India-domiciled alternative investment fund Chiratae Ventures Master Fund

IIFL Asset Management

Funds managed Fund name Asset Class License Venture Fund Seed Stage SEBI AIF Cat 1 Private Equity Fund Early Stage SEBI AIF Cat 2 About the AMC IIFL Asset Management pioneered the Alternative Investment Funds (AIF) in India. Each of their alternative funds reaches beyond the mainstream investment universe and taps into unique opportunities regardless

Indian Startup Factory

Funds managed Fund name Asset Class License ISF Special Opportunity Fund Early stage SEBI AIF Cat 1 About the AMC Was founded in 2016. Key staff Kapil Kaul (Founder & MD)- He has an experience of more than 30 investments and over 300 evaluated deals at varied levels of the investment cycle ranging from seed

Gaja Capital

Funds managed Fund name Asset Class License Fund I Private Equity (Series B,C) SEBI AIF Cat 2 Fund II Private Equity (Series B,C) SEBI AIF Cat 2 Fund III Private Equity (Series B,C) SEBI AIF Cat 2 About the AMC Founded in 2004 by a group of experienced professionals Gaja Capital provides growth capital to

Career in Credit Research

There are two divisions of financial analysis. The main difference between them lies in the securities being valued. Equity research deals with analyzing publicly listed stocks on the stock exchange. On the other hand, credit research refers to evaluating the debt portion of a firm. The main objective of both the types of research is to value a