Dossier Sample
25 May, 2023
Funds managed Fund name Asset Class License Lighthouse Fund III PE (growth stage) AIF Category 2 India 2020 Fund II PE (growth stage) AIF Category 2 India 2020 Limited(Fund I) PE (growth stage) AIF Category 2 In 2008, we began advising India 2020, Limited (“Fund I”), an India-focused investment vehicle with a corpus of approximately
- Published in 4_Dossiers
Alchemy Capital
23 June, 2020
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
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
Alpha Alternatives (Cat3)
23 June, 2020
Funds managed Fund name Asset Class License Multi Strategy Absolute Return (MSAR) Hedge fund SEBI AIF Cat 3 Enhanced Long Equity Scheme (ELE) Long short equities SEBI AIF Cat 3 About the AMC Founded in 2013 Firm majorly focusses on commodity markets, equity markets, structured credit, and quantitative strategies Fund Manager – Mudit Singhania, Prashant Mohanraj
- Published in Dossiers on AIF AMCs
Ampersand Capital
23 June, 2020
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
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
Ashmore Investment
23 June, 2020
Funds managed Fund name Asset Class License Ashmore alternative investment trust fund – SEBI AIF Cat 3 About the AMC The firm domiciled in Mumbai, established in 2016 Trust Name – Ashmore Alternative Investment Trust Fund Manager – Ashwini Agarwal, he is working in Ashmore since 2006 About Fund Manager- Designated Partner and Portfolio Manager,
- Published in 4_Dossiers
ASK Investment Managers
23 June, 2020
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
- Published in Dossiers on HF-LongOnly
Athena Investment
23 June, 2020
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
- Published in Dossiers on HF-LongOnly
Avendus (Cat3)
23 June, 2020
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
- Published in Dossiers on HF-LongOnly
Vasisth Capital
23 June, 2020
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
- Published in Dossiers on HF-LongOnly
Axis AIF
23 June, 2020
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
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
Bay Capital
23 June, 2020
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
- Published in Dossiers on HF-LongOnly
Blue Lotus Capital
23 June, 2020
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
- Published in Dossiers on HF-LongOnly
Franklin Templeton (AIF Cat3)
23 June, 2020
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
- Published in Dossiers on HF-LongOnly
Carnelian Capital (Cat3)
23 June, 2020
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,
- Published in Dossiers on HF-LongOnly, Dossiers on AIF AMCs
DSP Investment Managers
23 June, 2020
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
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
Edelweiss (AIF Cat3)
23 June, 2020
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
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
Emkay Global
23 June, 2020
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
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
Equity Intelligence
23 June, 2020
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%
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
Eternity Capital
23 June, 2020
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
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
Florintree Advisors
23 June, 2020
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
- Published in Dossiers on HF-LongOnly, Dossiers on AIF AMCs
Franklin Templeton (Cat3)
23 June, 2020
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
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
Girik Capital
23 June, 2020
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
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
Harmony Alternative
23 June, 2020
Funds managed Fund name Asset Class License Harmony Hedge Fund Multi-strategy Hedge fund SEBI AIF Cat 3 About the AMC It started in 2013. Important people Ramesh Kumar M. (Partner & Certified Financial Planner), Sudha K. (Partner & Certified Financial Planner), Vivek G. Hiremath (Chief Mentor of Research and Business Team). Harmony Hedge Fund has
- Published in 4_Dossiers
ICICI Prudential Asset Management (Cat3)
23 June, 2020
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
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
IDFC
23 June, 2020
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
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
IIFL Asset Management (Cat3)
23 June, 2020
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
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
Ocean Dial Asset Management
23 June, 2020
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
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
IndiaBulls
23 June, 2020
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
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
Microsec Wealth
23 June, 2020
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.
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
ITI Group
23 June, 2020
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
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
Karma Capital Advisors
23 June, 2020
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
- Published in Dossiers on HF-LongOnly, Dossiers on AIF AMCs
Karvy Capital
23 June, 2020
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
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
Kelly Gamma
23 June, 2020
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
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
Kotak Investment Advisors (Cat3)
23 June, 2020
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
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
Lares Softech
23 June, 2020
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
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
Magadh Capital
23 June, 2020
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
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
Malabar Investments
23 June, 2020
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,
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
Mavenvest Capital Partners
23 June, 2020
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
- Published in Dossiers on HF-LongOnly, Dossiers on AIF AMCs
ProAlpha Capital/ Monsoon Capital
23 June, 2020
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
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
Motilal Oswal (AIF)
23 June, 2020
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
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
Nepean Capital
23 June, 2020
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
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
Next Orbit Ventures
23 June, 2020
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
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
Nippon India Alternative Investments
23 June, 2020
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
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
Northern Arc
23 June, 2020
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
- Published in Dossiers on HF-LongOnly, Dossiers on AIF AMCs
o3 Capital
23 June, 2020
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,
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
Old Bridge Capital
23 June, 2020
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
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
Oyster Rock Capital
23 June, 2020
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
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
Perpetuity Ventures
23 June, 2020
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
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
PremjiInvest (Family Office)
23 June, 2020
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
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
Renaissance Investment Managers
23 June, 2020
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
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
SageOne Investment Advisors
23 June, 2020
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
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
Samvitti Capital
23 June, 2020
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
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
Sankhya Ventures
23 June, 2020
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
- Published in 4_Dossiers
SBI Funds Management
23 June, 2020
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,
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
Shepherd’s Hills Group
23 June, 2020
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
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
Sundaram Alternate Assets
23 June, 2020
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
- Published in Dossiers on HF-LongOnly, Dossiers on AIF AMCs
TCG Asset Management
22 June, 2020
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,
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
Unificap
22 June, 2020
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
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
Varanium Capital Advisors
22 June, 2020
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
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
VEC Alternative
22 June, 2020
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
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
Spark Capital
22 June, 2020
FUND NAME ASSET CLASS LICENSE Spark Alpha Fund 1 Closed-ended, Long only SEBI AIF CAT 3 [email protected] Flexicap strategy Open-ended, Long only(Portfolio of 20-25 stock with investment of 5 million) PMS [email protected] 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
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly
Zerodha
22 June, 2020
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
- Published in Dossiers on AIF AMCs, Dossiers on HF-LongOnly