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Showing 8 of 18 funds

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PMS · Discretionary

Motilal Oswal Value Strategy

Motilal Oswal AMC

Long-term wealth creation through a concentrated, high-conviction portfolio of 15–20 quality businesses with strong competitive moats and superior capital allocation track records.

AUM ₹12,000 Cr
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PMS · Non-Discretionary

IIFL Emerging Companies PMS

IIFL Asset Management

Client-approved stock selection in high-growth mid and small-cap companies. Portfolio manager presents each trade for client sign-off before execution, maintaining investor control.

AUM ₹5,200 Cr
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PMS · Advisory

Kotak Advisory Growth Strategy

Kotak Mahindra AMC

Institutional-grade research and stock recommendations delivered to the investor, who retains full decision-making authority. Ideal for sophisticated investors seeking expert guidance without mandate transfer.

AUM ₹3,800 Cr
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AIF Cat I · Venture Capital

Blume Ventures Fund IV

Blume Ventures

Early-stage technology investments across SaaS, Fintech, Climate Tech, and Deep Tech sectors. Portfolio includes 40+ startups with 3 unicorns. Managed by India's leading seed-stage VC firm.

AUM ₹1,200 Cr
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AIF Cat I · Angel Fund

IAN Fund III

Indian Angel Network

Co-investment vehicle for accredited angels in pre-Series A Indian startups. Network of 550+ angels provides mentorship, customer introductions, and follow-on round syndication.

AIF Cat I · Infrastructure

NHAI Infrastructure Fund I

NHAI Infrastructure Trust

Invests in HAM road projects and BOT highway concessions under NHAI's National Infrastructure Pipeline. Government annuity payments provide predictable, inflation-linked cash flows.

AUM ₹8,500 Cr
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AIF Cat I · Social Venture

Aavishkaar Fund VIII

Aavishkaar Capital

Impact investment in financial inclusion, agri-value chains, and affordable healthcare enterprises serving rural India. IRIS+ impact metrics reported alongside financial performance.

AIF Cat I · SME

Edelweiss SME Growth Fund II

Edelweiss Asset Management

Growth equity investments in profitable Indian SMEs with ₹50–300 Cr revenue. Focus on specialty chemicals, auto ancillaries, pharma API, and technical textiles with BSE SME exit pathway.

AUM ₹1,800 Cr
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AIF Cat II · Private Equity

ChrysCapital Growth Fund IX

ChrysCapital

Growth equity investments in India's leading mid-market companies across healthcare, financial services, consumer brands, and B2B technology. Over $5 billion deployed across 8 prior funds.

AUM ₹18,000 Cr
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AIF Cat II · Debt

Edelweiss Crossover Opportunities III

Edelweiss Asset Management

Senior secured NCDs and structured credit to mid-market Indian companies. Portfolio diversified across 20+ borrowers with first-charge collateral and covenant-rich documentation.

AUM ₹4,500 Cr
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AIF Cat II · Real Estate

Kotak Real Estate Fund XII

Kotak Mahindra AMC

Development equity and construction finance in RERA-registered residential and Grade-A commercial projects across Mumbai, Bengaluru, and NCR. Escrow-backed cash flows provide structural security.

AUM ₹3,200 Cr
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AIF Cat II · Distressed

Altico Special Situations Fund I

Altico Capital

Acquires stressed real estate and corporate loans via IBC CIRP and SARFAESI at 30–50% discounts to face value. Returns driven by resolution, operational turnaround, and asset monetisation.

AUM ₹2,800 Cr
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AIF Cat III · Long Only

Marcellus Consistent Compounders AIF

Marcellus Investment Managers

Highly concentrated (10–15 stocks) portfolio of Indian companies with deep competitive moats, clean accounts, and superior capital allocation. 7-year average holding period, extremely low turnover.

AUM ₹6,200 Cr
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AIF Cat III · Long Short

Avendus Absolute Return Fund II

Avendus Capital

Benchmark-agnostic long/short equity with 40–60% net long exposure. Alpha generation from both long book (quality compounders) and short book (structurally challenged businesses) via NSE F&O.

AUM ₹3,800 Cr
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AIF Cat III · Multi-Strategy

IIFL Multi-Strategy Alpha Fund

IIFL Asset Management

Dynamic allocation across 4 sub-strategies: equity long/short, statistical arbitrage, event-driven, and macro. Central risk desk manages drawdown limits per pod with real-time risk budgeting.

AUM ₹2,400 Cr
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AIF Cat III · Market Neutral

Tata Market Neutral Fund I

Tata Asset Management

Beta-neutral strategy with near-zero net market exposure. Returns generated from pairs trading and statistical arbitrage across Nifty 200 F&O universe. Target Sharpe ratio >1.5.

AUM ₹1,600 Cr
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GIFT City · Restricted Scheme

Kotak GIFT City Global Fund I

Kotak IFSC Asset Management

SEBI-registered Restricted Scheme at GIFT IFSC. Invests in global listed equities and USD-denominated debt instruments. Accessible to NRIs, FPIs, and resident Indians under LRS (USD 250,000 limit).

AUM ₹2,400 Cr
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GIFT City · Retail Scheme

Mirae Asset GIFT Retail Opportunities

Mirae Asset IFSC

SEBI-registered Retail Scheme at GIFT IFSC targeting individual investors. Multi-asset portfolio of global equities, ETFs, and sovereign bonds with lower minimum investment threshold.

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