Top Alternative Investment Funds (AIFs) Offering High Returns.
Top Alternative Investment Funds (AIFs) Offering High Returns.
Alternative Investment Funds (AIFs) offer access to unique investment options beyond traditional stocks and bonds. They are ideal for investors looking for higher returns and better portfolio diversification, including opportunities in private equity, hedge funds, real estate and more. AIFs are professionally managed and often tailored to suit specific risk and return profiles. They can help enhance long-term growth by tapping into specialized market segments.
Alternative Investment Funds (AIFs) offer access to unique investment options beyond traditional stocks and bonds. They are ideal for investors looking for higher returns and better portfolio diversification, including opportunities in private equity, hedge funds, real estate and more. AIFs are professionally managed and often tailored to suit specific risk and return profiles. They can help enhance long-term growth by tapping into specialized market segments.
Types of AIFs
AIF (Category I)
These funds invest in start-ups, small businesses (SMEs) and infrastructure projects that drive economic growth. Focused on sectors with high potential they are encouraged by the government through various incentives and policy support.
AIF (Category II)
This category includes private equity, debt and real estate funds that aim to deliver stable, long-term returns. While they don’t receive government incentives, they offer structured and diversified investment opportunities for investors looking beyond traditional markets.
AIF (Category III)
These funds use advanced trading strategies like hedge funds, arbitrage and derivatives to target short-term market opportunities. Designed to make the most of market movements and inefficiencies they often use leverage to enhance returns.
Benefits of AIFs
Benefits of AIFs
Higher Returns
AIFs invest in high-growth areas like startups, private equity and real estate, aiming to deliver better returns than traditional investments.
Portfolio Diversification
They include a mix of alternative assets helping reduce overall risk and avoid over-dependence on stocks and bonds.
Hedge Against Volatility
By investing in assets less affected by market swings, AIFs help cushion your portfolio during uncertain times.
Exclusive Access
AIFs open the door to opportunities that are not available in the public markets, such as venture capital and private debt.
Professional Management
Managed by experienced professionals, AIFs benefit from specialized strategies and in-depth market knowledge.
Regulated Structure
Regulated by SEBI in India AIFs operate within a clear legal framework ensuring transparency and investor confidence.
Higher Returns
AIFs invest in high-growth areas like startups, private equity and real estate, aiming to deliver better returns than traditional investments.
Portfolio Diversification
They include a mix of alternative assets helping reduce overall risk and avoid over-dependence on stocks and bonds.
Hedge Against Volatility
By investing in assets less affected by market swings, AIFs help cushion your portfolio during uncertain times.
Exclusive Access
AIFs open the door to opportunities that are not available in the public markets, such as venture capital and private debt.
Professional Management
Managed by experienced professionals, AIFs benefit from specialized strategies and in-depth market knowledge.
Regulated Structure
Regulated by SEBI in India AIFs operate within a clear legal framework ensuring transparency and investor confidence.
Tax Guide for Investors
Holding Periods
- Listed Securities: Long-term if held >12 months.
- Unlisted Securities & Other Assets: Long-term if held >24 months.
Tax Rates of Short-Term Capital Gains (STCG)
- Listed Securities: 20% (previously 15%).
- Unlisted Securities: Taxed as per the income tax slab rates.
Tax Rates of Long-Term Capital Gains (LTCG)
- Listed Securities: 12.5% (previously 10%).
- Unlisted Securities: 12.5% (previously 20%).
Indexation Benefit
Indexation benefits for LTCG have been removed across all asset classes.
Pass-through Taxation
Income directly taxed in investor's hands at prescribe rate.
AIFs Partners
