ASK Investment Managers (AIF)

Funds managed Fund name  Asset class – category License ASK Investment Managers Equities – long only  AIF Category 3IN/AIF3/17-18/0378 About Website address (link) so next analyst can pick up from here Key staff To do later Investment philosophy To do later Media To do later Analyst questions Put down any questions if fund name from

Mauryan Capital

Funds managed Fund Name Asset Class Licence Mauryan First – AIF  About Mauryan Capital is the investment manager of Mauryan First, a SEBI registered Alternative Investment Fund (Category III). Mauryan invests in two types of opportunities: (i) Special situations, where companies are going through a corporate event and there is a dislocation between price and

Quant First

Funds managed Fund name  Asset class – category License Quant first alternative investment trust Hedge fund? IN/AIF3/12-13/0018 About Could not find website for the firm. This info is from LinkedIn Quant First is a Research & Technology Firm having its presence in India and Singapore. Quant First develops Proprietary Statistical Computer Programs and Algorithmic Models

Roha Asset Managers

Funds managed Fund name  Asset class – category License ROHA Emerging Companies Fund Equities – long-only – small and mid-cap IN/AIF3/18-19/0609 About Started in the year 2018 with its head office in Mumbai, Roha Asset Managers has a license for Category 3 Alternate Investment Fund (AIF) and Portfolio Management Service (PMS) with a fundamental approach

Stelios Capital

Funds managed Fund name Asset Class License Stelios India Opportunity Fund Equities – Long/Short AIF CAT III About  STELIOS has been incorporated to act as an Investment Manager for setting up a SEBI-registered AIF CAT III Long/Short fund. “Stelios India Opportunities Fund” would be an Absolute return fund designed to generate absolute returns irrespective of

Theremin

About LLP Identification Number AAW-3436 Company Name THEREMIN MULTI STRATEGY FUND LLP Company Status Active ROC ROC – Mumbai Main division of business activity to be carried out in India Activities auxiliary to financial intermediation Description of main division Activities auxiliary to financial intermediation Number Of Partners 0 Number of Designated Partners 2 Date of

Vasuki Hind Capital

About Vasuki Hind Capital Private Limited is a Private incorporated on 21 May 2021. It is classified as Non-govt company and is registered at Registrar of Companies, Delhi. Its authorized share capital is Rs. 1,000,000 and its paid up capital is Rs. 100,000. It is inolved in Activities auxiliary to financial intermediation, except insurance and

White Oak Capital (AIF)

Funds managed Fund name Asset Class License White Oak – India Equity Fund IWhite Oak – India Equity Fund IIWhite Oak – India Equity Fund IIIWhite Oak – India Equity Fund IV White Oak – India Select Equity Fund Equity-Long onlyEquity-Long onlyEquity-Long onlyEquity-Long onlyEquity-Long only SEBI AIF CAT III SEBI AIF CAT III SEBI AIF CAT III SEBI AIF

WhiteSpace Alpha

Funds managed Fund Name Asset Class Licence WhiteSpace Alpha Fund Equity – Long only AIF  About Vision – To be a premier global destination for investors who wish to beat the market on a consistent basis. Mission – Their purpose is to give their investors an additional return on their investment by harnessing the power

Edelweiss AMC (AIF)

Funds managed Fund name Asset class Licence Edelweiss Alpha Fund Long only AIF About https://www.edelweissmf.com/ Key staff Radhika Gupta – Managing Director & Chief Executive Officer – Radhika Gupta has more than 15 years of global asset management experience. She started her career with global giants McKinsey and AQR Capital, and then moved to India

Guardian Partners

Funds managed Fund name Asset class – category License Guardian Capital Partners Fund Category-II Alternative Investment Fund IN/AIF3/21-22/0918 About GUARDIAN PARTNERS LLP is a limited liability partnership limited company based in India. We are a reliable organization engaged in this business with a qualitative range of industrial products. We are also one of the leading

Harmony Capital

Funds managed Fund name Asset class- category License Harmony Alternative Investment Fund Equity- long only/ multi-cap IN/AIF3/12-13/0023 About Harmony Alternative Investment Fund Trust has been formed in India as a private umbrella trust under the Indian Trusts Act, 1882 and is registered in India under the Indian Registration Act, 1908.. The Trust is registered as

Dhyana Capital

Fund name Asset class – category Licence Dhyana Capital Fund Equity – long only SEBI AIF CAT-3 About Dhyana Capital (“Fund”) is registered with the Securities and Exchange Board of India (“SEBI”) as a Category III Alternative Investment Fund under the SEBI (Alternative Investment Fund) Regulations, 2012. Dhyana Equity LLP is the investment manager (“Manager”)

Aequitas Investment Consultancy

Funds managed Fund name  Asset class – category License Aequitas Equity Scheme I Equities – long-only-  small cap and mid cap IN/AIF3/18-19/0638 About The company is a research focused fund house investing in listed companies, that have significant potential for long-term capital appreciation. It is in the process of setting up their first offshore fund

IIFL Securities

Fund name Asset class – category License IIFL Securities capital enhancer fund Equities AIF Cat3? About Being an open ended hybrid fund, the scheme seeks to achieve long term capital appreciation with strategy hedging the portfolio with equity derivatives and Nifty 50 Put Option by investing in equity and equity related securities. IIFL CAPITAL Enhancer

Alchemy Capital

Funds managed Fund name Asset class Licence Alchemy Alternative Investment Trust Equity – long only IN/AIF3/17-18/0381 About With a collective expertise of 100 years in the Indian equity market, Lashit Sanghvi, Ashwin Kedia, Rakesh Jhunjhunwala and Hiren Ved founded Alchemy Capital Management in 1999. Alchemy has grown in repute over the last 19 years and

IIFL AMC (HF)

Funds managed Fund name Asset class – category Licence IIFL Opportunities Fund Equity – long only IN/AIF3/20-21/0856 About IIFL Asset Management Ltd. is part of IIFL Investment Managers (formerly IIFL Wealth & Asset Management Ltd). IIFL AMC is an India-focused global asset management firm, launched with an objective of providing differentiated investment products suited for

Bay Capital Investment Managers

Fund name Asset class- category License Bay Capital Investment Trust Equity- long only AIF Cat-iii(N/AIF3/14-15/0132) About Bay Capital partners is a leading independent, India focused investment manager established in 2006. We invest the way we want our capital to be managed – with the utmost care. Hence, we are shareholders alongside our investors. The overarching

2 Point 2 Capital

Name of the fund Asset class- category License 2Point2 capital trust Equity-long only AIF-III(IN/AIF3/19-20/0686) About 2Point2 Capital is an investment firm that focuses on taking concentrated bets for the long term in high quality publicly listed Indian companies at reasonable valuations. As investment managers, their primary goal is to protect capital followed by their goal

True Beacon

About   Building on co-founder Nikhil Kamath’s capital market expertise and track record (building the largest stockbroking platform Zerodha), True Beacon was established in early 2019 to change the way UHNI and HNI build wealth. The company is built on client alignment through a zero-standing-fee model, a conservative investment approach, together with liquidity and techenabled

Abakkus

Funds managed Fund name Asset Class License Abakkus Emerging Opportunities FundAbakkus Growth Fund Equity  Hedge Fund SEBI AIF Cat 3                                SEBI AIF Cat 3 About the AMC Abakkus Asset Manager LLP is an investment management company which was founded by Sunil Singhania in May 2018. Key staff : Sunil Singhania : Prior to Abakkus, in

AccuraCap (Cat3)

Funds managed Fund name Asset Class License Alphagen Next Long only SEBI Cat 3 Alpha 10 Large cap stock PMS Pico Power Small cap stock PMS Dynamo Multicap(not mentioned on website) PMS https://cafemutual.com/news/cafe-alt/18190-one-year-performance-of-long-only-aifs (info about Alpha gen next from the above link) About the AMC Alphagen next is an open ended fund Inception year-2009 ,

Aditya Birla Capital (AIF)

Funds managed Fund name Asset Class License Aditya Birla Sun Life AIF Trust I Hedge fund SEBI AIF Cat 3 Below is the link where they have an introduction about Alternative Investment (Note- There is nothing mentioned about the AIF CAT 3 fund) https://wealthmanagement.adityabirlacapital.com/our-solutions/wealth-management/Alternative-Investments About the AMC Established in 1994, Aditya Birla Sun Life Mutual

Airavat

Funds managed Fund name Asset Class License <Fund name>  Hedge fund SEBI AIF Cat 3 <Fund name>  Long short equities SEBI AIF Cat 3 About the AMC The firm advises and manages pools of capital from international and Indian investors seeking long-term absolute returns without being tied to a particular benchmark or index. Key staff

Alchemy Capital

Funds managed Fund name Asset Class License Alchemy Leaders of Tomorrow Hedge fund(Long only) SEBI AIF Cat 3 https://cafemutual.com/news/cafe-alt/18190-one-year-performance-of-long-only-aifs (Alchemy Leaders of Tomorrow is long only found via the above mentioned link.) About the AMC Started in 1999 by Lashit Sanghvi, Ashwin Kedia, Rakesh Jhunjhunwala and Hiren Ved Alchemy leaders of Tomorrow is an open

Ampersand Capital

Funds managed Fund name Asset Class License Ampersand Capital Trust Hedge fund – Long Only  SEBI AIF Cat 3 The name of the fund as mentioned in Company website – Ampersand Growth Opportunities Fund Scheme –I Ampersand Capital Trust is named as per SEBI registration About the AMC The firm started on 09 November 2015

Archer Capital

Funds managed Fund name Asset Class License Archer India Growth Fund Equity – Long Only SEBI AIF Cat 3 About the AMC Archer Capital was founded by Parth Patel in April 2018. He is the chief architect and the key driving force behind the strong risk management and research capabilities of the firm. He is

ASK Investment Managers

Funds managed Fund name Asset Class License ASK Equity AIF Hedge fund SEBI AIF Cat 3 Ask Investment Managers have more than 4 portfolios under PMS, each with different strategies. Here’s the link – https://www.askfinancials.com/ask-investment-managers/our-portfolios About the AMC ASK group was started in 1983. Promoted by Mr. Asit Koticha and Mr. Sameer Koticha. Group of

Athena Investment

Funds managed Fund name Asset Class License Athena India Rising Fund    Long Only SEBI AIF Cat 3 About the AMC Athena Investment Management Pvt Ltd. was established in 2009 by Nilesh Borana. He started it with an aim of delivering quality services to HNIs, corporates, endowment funds and institutional investors. The company focuses on

Avendus (Cat3)

Funds managed Fund name Asset Class License Avendus Absolute Return Fund Long short in equity and indices SEBI AIF Cat 3 Avendus Enhanced Return Fund Long short (long bias) SEBI AIF Cat 3 Avendus India ESG Fund Long only(ESG) SEBI AIF Cat 3 Avendus Long Short India Equity Long Short(long biased) Offshore fund About the

Vasisth Capital

Funds managed Fund name Asset Class License Vasisth Relative Value Fund Hedge fund SEBI AIF Cat 3 About the AMC Vasisth serves as investment manager to Vasisth Relative Value Fund – a SEBI registered Category 3 Alternative Investment Fund. VRV is an open ended scheme offered by Avyay Trust. Ramesh Callore, Managing Director and Portfolio

Axis AIF

Funds managed Fund name Asset Class License Axis Equity Opportunities AIF -I Hedge Fund SEBI AIF Cat 3 In the website they say, Axis AMC currently offers funds within the CAT II & CAT III space but CAT-3 fund details are not available.  CAT 3 fund details – Date of First closing: 29-Mar-2019 and Commitments

Bay Capital

Funds managed Fund name Asset Class License Bay Capital Investment  Long only public equities PMS About the AMC Bay Capital Partners is a leading independent, India focused investment manager established in 2006.Founded by Mr. Siddharth Mehta. The Bay Capital India Fund (BCIF) is a culmination of decades of experience of the Bay Capital team in

Blue Lotus Capital

Funds managed Fund name Asset Class License Blue Lotus Multi-Bagger fund PIPE( SME) SEBI AIF Cat 3 About the AMC Blue Lotus Capital (BLC) is an investment management and advisory firm which manages and advises various funds (PIPE ) Funds and Private Equity (PE) strategies. Current Funds manage and advise by BLC – SEBI registered

Franklin Templeton (AIF Cat3)

Funds Managed FUNDS NAME ASSETS CLASS LICENSE Franklin India Long Short Equity AIF Open- ended, Long Short AIF Cat III Franklin K2 Long Short Credit Fund (US) Long Short Franklin K2 Alternatives Strategies Fund (US) Franklin Real Estate Securities Fund (US) https://www.franklintempleton.com/investor/investment-expertise/alternative-funds#tab3 About the AMC Franklin Templeton India was set up in the year 1996

Carnelian Capital (Cat3)

Funds managed Fund name Asset Class License Carnelian Capital Compounder Fund 1 – Close Ended  Hedge fund (Long only) SEBI AIF Cat 3 About the AMC Asset management firm based out of Mumbai.  Key staff :  Vikas Khemani (Co-founder) – He is a CA and a CFA charterholder. He has 22 years of capital markets experience,

DSP Investment Managers

Funds managed Fund name Asset Class License DSP India Enhanced Equity Fund Hedge fund (Long-Short) SEBI AIF Cat 3 DSP Emerging Stars Fund Hedge fund SEBI AIF Cat 3 DSP AIF Pharma Fund Hedge fund SEBI AIF Cat 3 DSP Core Fund Hedge fund (Long Only) SEBI AIF Cat 3 DSP India Enhanced Equity SatCore

Edelweiss (AIF Cat3)

Funds managed Fund name Asset Class License Edelweiss Alternative Equity Scheme Multi-strategy hedge fund SEBI AIF Cat 3 PMS and International Investments services are also offered.  About Edelweiss Multi-Strategy Fund It is India’s first registered domestic hedge fund under the SEBI Category III Alternative Investment Fund Regulations (2012). The fund, Edelweiss Multi-Strategy Investment Trust (formerly

Emkay Global

Funds managed Fund name Asset Class License Emkay Emerging Stars Trust Long Only (small and mid cap) SEBI AIF Cat 3 About the AMC https://www.indiatoday.in/pti-feed/story/emkay-emerging-stars-launches-alternative-investment-fund-1062399-2017-10-11 Emkay was founded in 1995, launched Emkay Emerging Stars Trust, year close ended fund in october 2017.  Emkay Investment Managers, has achieved the milestone of Rs 200 crore of Assets

Equity Intelligence

Funds managed Fund name Asset Class License Equity Intelligence AIF Trust  Hedge fund SEBI AIF Cat 3 Other licenses could be PMS  About the AMC Founded in 2002 Performance of EQ India AIF in its first year of operation (Jul-17 to Mar-18) was 13.28% and for second year (FY19) was -25.22% vs Nifty returns of 0.93%

Eternity Capital

Funds managed Fund name Asset Class License Eternity Capital Fund Hedge fund SEBI AIF Cat 3 About the AMC Key staff: (Source – LinkedIn) Sanjeev Vaidyanathan – Sanjeev is the founder of Eternity Capital LLP. Earlier he was working with Seiga Asset Management (Hong-kong) and Fidelity Investments, Hong-kong as a global equity research analyst. Educational

Florintree Advisors

Funds managed Fund name Asset Class License <Fund name>  Hedge fund SEBI AIF Cat 3 Florintree runs a deep value strategy focused on capital protection. Since its inception in 2010, Florintree has outperformed the Nifty Index by 34% on an annualized basis at the end of January 2017.  Resource: (https://economictimes.indiatimes.com/news/company/corporate-trends/blackstones-pe-business-co-head-mathew-cyriac-quits-to-start-own-venture/articleshow/57155495.cms?from=mdr) About the AMC Florintree Advisors

Franklin Templeton (Cat3)

Funds managed Fund name Asset Class License Franklin India Long short equity AIF Long short SEBI AIF Cat 3 About the AMC Started in 1996 in India Information presented below taken from – https://www.pms-aif.com/investments/franklin-india-long-short-equity-aif/ (couldn’t find on the website) Fund manager Fund Manager Name: Mr Naganath Sundaresan  Fund Manager Experience: Total Exp – 30+ Years

Girik Capital

Funds managed Fund name Asset Class License Girik Multicap Growth Equity Fund Hedge fund SEBI AIF Cat 3 About the AMC Founded in 2009 Fund Manager – Varun Daga He holds a Bachelor of Management Studies, majoring in finance from Narsee Monjee College of Economics in 2006 He has developed proprietary systems and screeners in

ICICI Prudential Asset Management (Cat3)

Funds managed Fund name Asset Class License ICICI Prudential AIF Long Short Fund Long-Short Equities SEBI AIF Cat 3 <Fund name>  Long short equities SEBI AIF Cat 3 About the AMC ICICI Prudential AMC Ltd is a joint venture between ICICI Bank and ICICI Prudential Plc.  It has AUM in the mutual fund space. It

IDFC

Funds managed Fund name  Asset Class License  IDFC India Equity Hedge Tactical Fund Long short equities SEBI AIF Cat 3 IDFC India Equity Hedge-Conservative Fund. Hedge fund SEBI AIF Cat 3 About the AMC Started AIF in 2002 Fund Manager- Vijay Krishna Kumar, Director- Liquid Alternatives, and an early pioneer in Indian Long / short

IIFL Asset Management (Cat3)

Funds managed Fund name Asset Class License IIFL Alternative Opportunities Fund Hedge fund SEBI AIF Cat 3 IIFL Asset Management – Multi Strategy (Closed Ended) Hedge fund (Long Only) SEBI AIF Cat 3 IIFL Asset Management – High Growth (Closed Ended) Hedge fund (Long Only) SEBI AIF Cat 3 Note – IIFL Multi Strategy and

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

IndiaBulls

Funds managed Fund name Asset Class License IndiaBulls Dual Commercial Asset Fund Hedge fund SEBI AIF Cat 3 Indiabulls investment trust ? IN/AIF3/18-19/0619 Indiabulls AIF (Cat II) (Registration no. IN/AIF2/14-15/0133), Indiabulls Investment Trust (Cat III) (Registration no. IN/AIF3/18-19/0619) and registered as a Portfolio Manager (Registration no. INP000004938). Mutual Fund, AIF and Portfolio Management services are

Microsec Wealth

Funds managed Fund name Asset Class License Innogrow Investment Trust Hedge fund SEBI AIF Cat 3 About the AMC Kolkata Based Company. Microsec Wealth has a strong and established track record in Equity Research and Wealth Management. Microsec Wealth is a SEBI registered Portfolio Manager and Manager to Alternative Investment Fund (AIF).  Key staff Mr.

ITI Group

Funds managed Fund name Asset Class License ITI Long Short Long Short Equity SEBI AIF Cat 3 About the AMC AMC was incorporated as Fortune Financial Services India Private Limited on June 14, 1991 . It was converted into public company on October 20, 1994. Further the name changed to “The Investment Trust of India

Karma Capital Advisors

Funds managed Fund name Asset Class License Karma Capital India Fund listed public equity markets SEBI cat 3 About the AMC Founded in 2005 by Nikhil Desai & Rushabh Sheth Key staff- Nikhil Desai, Director & Cofounder KCA ,(prior work ex- Portfolio Manager, at ASK Raymond James, Head of its Equity Assets business at ABN

Karvy Capital

Funds managed Fund name Asset Class License Karvy Capital Alternative Investment Trust Hedge fund SEBI AIF Cat 3 Other licenses   Stock Broking, Registry Services, NBFC, Debt Services, Commodities Broking, Data Management, Institutional Equities, Investment Banking, PMS About the AMC Incorporated in 1979 Key staff- Kedar Deshpande, Director, Karvy Capital Ltd. Prior work experience-  the

Kelly Gamma

Funds managed Fund name Asset Class License Kelly Gamma Multi-strategy Fund SEBI AIF Cat 3 Investment goals of the fund: To provide investors with long term capital appreciation with a sustainable outperformance over a predetermined benchmark. Offer investors, under one umbrella, an opportunity to invest across asset classes, both listed and private and achieve a

Kotak Investment Advisors (Cat3)

Funds managed Fund name Asset Class License The India Whizdom Fund Hedge fund (PIPE)Kotak Listed strategy SEBI AIF Cat 3 About the AMC Established in 2005 Key staff – S. Sriniwasan (Srini), MD Kotak Investment Advisors Limited,currently heads Kotak Investment Advisors Limited (KIAL). Also a member of the (FICCI) committee for policy initiatives on Foreign

Lares Softech

Funds managed Fund name Asset Class License Lares Alpha Scheme Hedge fund SEBI AIF Cat 3 https://lares.co.in/hedge-fund/ About the AMC It was started by Maya Sharan Singh in March 2009. The founder has a previous work experience in India Bulls as Assistant Branch Manager dealing in Equity and Derivatives instruments. He is an alumni of

Magadh Capital

Funds managed Fund name Asset Class License Magadh Capital Long only (Listed Securities) SEBI AIF Cat 3 About the AMC Magadh Capital AIF is registered as a trust, Magadh Capital Advisors LLP is the Sponsor of Magadh Capital AIF, got the license in 2016 Key staff-Founder and CEO: Vipul Prasad (prior work experience- Morgan Stanley

Malabar Investments

Funds managed Fund name Asset Class License Malabar Capital Trust Hedge fund SEBI AIF Cat 3 About the AMC Founded in 2008, backed by value investors of the US Key staff – Akshay Mansukhani, Grishma Shah, Rajat Mahajan   Akshay Mansukhani- Joined in 2009,  BSE and MBA from the Wharton School of the University of Pennsylvania,

Mavenvest Capital Partners

About AMC Mavenvest Capital Partners LLP is a Limited Liability Partnership firm that was incorporated on 9th July 2010.  https://www.zaubacorp.com/company/MAVENVEST-CAPITAL-PARTNERS-LLP/AAA-1773 Key Persons: Vishwanath Prasad Singh: Partner at Mavenvest Capital Partners LLP Has recently worked in financial institutions like Reserve Bank of India (RBI), Industrial Development Bank of India (IDBI), Tanzania Development Finance Company, Industrial Finance

ProAlpha Capital/ Monsoon Capital

Funds managed Fund name Asset Class License ProAlpha QG Dynamic Equity Fund (QGD) Long only SEBI AIF Cat 3 About the AMC ProAlpha Capital, a subsidiary of US-based Monsoon Capital, was formed in 2016 Key staff- Rishi Kohli, MD & CIO at ProAlpha Capital, prior work experience – Rishi was Head of Equity Derivatives at

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

Nepean Capital

Funds managed Fund name Asset Class License Nepean Investment Trust PIPE SEBI AIF Cat 3 About the AMC Nepean Capital is an Engagement Fund that invests in listed Mid & Small Cap companies in India that have identifiable triggers over the next 12-48 months. Its structured as an Alternative Investment Fund (AIF) Category III headquartered in

Next Orbit Ventures

Funds managed Fund name Asset Class License Next Orbit Growth Fund III Hedge fund SEBI AIF Cat 3 About the AMC Next Orbit is a multi-asset fund managing firm investing in the debt and equity of growing companies to create long-term sustainable value for them and to generate superior returns for investors. With approximately $3

Nippon India Alternative Investments

Funds managed Fund name Asset Class License NIEO Scheme1Formalization of Indian economy, move from unorganised to organised sector Listed Equity-mid & smallcap SEBI AIF Cat 3 NIEO Scheme2Participate in financial service boom Listed Equity -mid & smallcap SEBI AIF Cat 3 NIEO Scheme3Participate in millennial opportunity Listed Equity -mid & smallcap SEBI AIF Cat 3

Northern Arc

Funds managed Fund name Asset Class License IFMR FImpact Investment Fund  Social Venture Fund SEBI AIF Cat 1 IFMR FImpact Long-Term Multi-Asset Class Fund Debt Fund SEBI AIF Cat 2 IFMR FImpact Medium Term Micro Finance Fund Debt Fund SEBI AIF Cat 2 IFMR Long Term Credit Fund Debt Fund SEBI AIF Cat 2 IFMR

o3 Capital

Funds managed Fund name Asset Class License o3 Capital AIF  Hedge fund SEBI AIF Cat 3 About the AMC o3 Capital is a mid-market investment bank, providing financial and strategic advice to clients. The firm is built simply on two core businesses – corporate finance and alternate asset management. They provide a combination of insights,

Old Bridge Capital

Funds managed Fund name Asset Class License Vantage Equity Fund Not known SEBI AIF Cat 3 Long Term Equity Fund Not known SEBI AIF Cat3 Name not known Not known SEBI AIF cat3 About the AMC Founded by Kenneth Andrade. 3 AIF funds – 2 closed ended and 1 open ended fund Key staff- Kenneth

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

Perpetuity Ventures

http://www.perpetuity.co.in/ Funds managed Fund name Asset Class License Perpetuity Funds Equities SEBI AIF Cat 3 About the AMC Perpetuity Ventures was started by Deepali Singhal in August 2017 Key staff : Abhishek Singhal , Managing Partner and Chief Investment Officer                         Dion Stéfan Büchner , Global Healthcare Advisor Deepali Singhal : Deepali has worked with organisations

PremjiInvest (Family Office)

3134, Next to Wipro Corporate Office, Doddakannelli, Sarjapur Road, Bangalore – 560 035. [email protected] 080-30278126  / 09845069360. Funds managed https://www.vccircle.com/premjiinvest-leads-series-e-round-in-us-artificial-intelligence-unicorn-apttus Fund name Asset Class License Pioneer Investment Fund Long only (PIPE) SEBI CAT 3 About the fund  Pioneer Investment Fund was started by PremjiInvest on the 1st of November 2016. Ramesh Ramaiah is one of

Renaissance Investment Managers

FUND NAME ASSET CLASS LICENSE India Next Fund  Long only equity   SEBI CAT 3 https://www.business-standard.com/article/finance/renaissance-investments-managers-india-next-fund-to-invest-in-equities-118073001352_1.html (for the above fund) About the AMC ·   Inception Year- 1st Jan 2018 ·   Number of Stocks- 10-15 ·   Founded by- Pankaj Murarka ( Founder and CIO of Renaissance Investments. ·   Focuses on creation of wealth

SageOne Investment Advisors

Funds managed Fund name Asset Class License SageOne Flagship Growth 1 Fund Hedge fund-Long only SEBI AIF Cat 3 SageOne Flagship Growth 1 Fund Market Cap Focus Portfolio Construction Open/Close Ended MultiCap Weighted by Conviction Close-ended (for 4 years from final close in March-2020) About the AMC Seven years ago(2013), SageOne Investment Advisors (SOIA) started

Samvitti Capital

Funds managed Fund name Asset Class License Samvitti Capital Alternative Investment Fund Long only SEBI AIF Cat 3 Samvitti Capital Alpha Fund Long short equities SEBI AIF Cat 3 Samvitti Capital Alpha Opportunities Fund Multi Strategy SEBI AIF Cat3 About the AMC Key staff- Athul Kudva, Chief Executive Officer (an engineer from the National Institute

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,

Shepherd’s Hills Group

Funds managed Fund name Asset Class License Shepherd’s Hill Private Investment Trust  – SEBI AIF Cat 3 About the AMC Shepherd’s Hill is an India-based investment adviser and asset manager. Shepherd’s Hill is registered with the Securities and Exchange Board of India, India’s securities market regulator. Shepherd’s Hill offers investors in India and around the

Sundaram Alternate Assets

Funds managed Fund name Asset Class License Nano Cap Series I and II Hedge fund-Long Only Small Cap SEBI AIF Cat 3 Sundaram India Premier Fund Hedge Fund-Long Only SEBI AIF Cat 3 About the AMC Sundaram Alternate Assets Ltd. is a spin-off of Sundaram Asset Management Company Limited, that caters to the investment needs

TCG Asset Management

Funds managed Fund name Asset Class License Primario Fund Style                                 Hedge fund SEBI AIF Cat 3 Long / Short Fund Style:                                Long short equities SEBI AIF Cat 3 About the AMC Fund Manager- Chakri Lokapriya 20 years of managing Absolute and relative BRIC and Global funds at J.P. Morgan, New York; BNP Paribas Investment Partners,

Trustline Holdings

Funds managed Fund name Asset Class License Intrinsic Deep Alpha Fund Equities Long Only –Micro Cap Focus SEBI AIF Cat 3IN/AIF3/19-20/0706 Small sized fund: (SME & Microcap focus) This allows us the luxury to target highly promising companies with a market capitalisation as low as INR 100 crores. Ahead in the value curve: Early investment

Unificap

Funds managed Fund name Asset Class License Unifi High Yield Fund High yield bond and event driven  SEBI AIF Cat 3 Unifi Green Fund Listed Equity (Mid and small cap) SEBI AIF Cat 3 Unifi Blend Fund Listed Equity SEBI AIF Cat 3 About the AMC Unifi was established in 2001 Sarath K. Reddy, CIO

Varanium Capital Advisors

Funds managed Fund name Asset Class License VARANIUM Dynamic AIF(Started in Nov, 2016) Hedge fund (Open Ended, Long Short Equity Fund) SEBI AIF Cat 3 Varanium NexGen Fund Venture Capital SEBI AIF Cat 1 Varanium Hospitality Fund Theme Based – Private Equity SEBI AIF Cat 2 (Source – PMS AIF World-https://www.pms-aif.com/investments/varanium-dynamic-aif/ ) About the AMC

VEC Alternative

Funds managed Fund name Asset Class License VEC Alternatives Investment Fund Hedge fund SEBI AIF Cat 3 About the AMC Founded on 19th April, 2013 Fund Manager- Arun Mehra (MBA from the University of Chicago, and M.Sc. from the University of Arizona and Bachelors of Engineering from the University of Delhi.) He was involved in

Spark Capital

FUND NAME ASSET CLASS LICENSE Spark Alpha Fund 1 Closed-ended, Long only SEBI AIF CAT 3 India@75 Flexicap strategy Open-ended, Long only(Portfolio of 20-25 stock with investment of 5 million) PMS India@75 Core and Satellite strategy Short(Portfolio of 12-18 stock with investment of 20 million) PMS About AMC Incorporation- 14th March 2016 Achieve success by

Zerodha

Funds managed Fund name Asset Class License True Beacon Long Bias ( long only- 65%& long short- 35%) SEBI AIF Cat 3 About the AMC True Beacon is a equal join venture of Zerodha’s co-founders Nikhil Kamath and Nithin Kamath, founded in August 2019. Nikhil Kamath ,Co-Founder and Chief Investment Officer, co-founded Zerodha and Kamath

Suvitta Capital Trust

Funds managed Fund name Asset Class License Not Available  Hedge fund SEBI AIF Cat 3 About the AMC Suvitta Capital Trust is a SEBI (The securities and market regulator in India) registered Hedge Fund (AIF Category 3 Fund) that invests based on quantitative strategies.  Key staff : Vishal Nathan Vishal is an alumni of IIT Madras

TCG Asset Management

Funds managed Fund name Asset Class License Primario Fund Style                                 Hedge fund SEBI AIF Cat 3 Long / Short Fund Style:                                Long short equities SEBI AIF Cat 3 Other licenses could be PMS  About the AMC Fund Manager- Chakri Lokapriya 20 years of managing Absolute and relative BRIC and Global funds at J.P. Morgan, New York;

Unificap

Funds managed Fund name Asset Class License Unifi High Yield Fund High yield bond and event driven  SEBI AIF Cat 3 Unifi Green Fund Listed Equity (Mid and small cap) SEBI AIF Cat 3 Unifi Blend Fund Listed Equity SEBI AIF Cat 3 About the AMC Unifi was established in 2001 Sarath K. Reddy, CIO

Golden Jupiter Capital

Funds managed FUND NAME ASSET CLASS LICENSE Jupiter Alternative Investment Fund 1 Open- ended AIF Cat III Jupiter Alternative Investment Fund 1 (“Jupiter AIF 1”) is an open ended scheme offered by Jove Trust. Jupiter AIF 1 targets top 150 companies trading in National Stock Exchange (NSE) and uses a proprietary quantitative strategy, with no

Varanium Capital Advisors

Funds managed Fund name Asset Class License VARANIUM Dynamic AIF(Started in Nov, 2016) Hedge fund (Open Ended, Long Short Equity Fund) SEBI AIF Cat 3 Varanium NexGen Fund Venture Capital SEBI AIF Cat 1 Varanium Hospitality Fund Theme Based – Private Equity SEBI AIF Cat 2 (Source – PMS AIF World-https://www.pms-aif.com/investments/varanium-dynamic-aif/ ) AIF CAT 1

Alchemy Alternative

Funds managed Fund name Asset Class License Alchemy Leaders of Tomorrow Hedge fund(Long only) SEBI AIF Cat 3 Alchemy High Growth Equity Diversified (multi-cap growth) PMS Alchemy High Growth – Select Stock Equity Concentrated (multi-cap growth) PMS Alchemy Leaders Equity Diversified (large –cap growth) PMS Alchemy Ascent Listed Equities (multi-cap growth) PMS https://cafemutual.com/news/cafe-alt/18190-one-year-performance-of-long-only-aifs (Alchemy Leaders