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AIF Knowledge chevron_right Cat II AIF chevron_right Debt Funds
Category II AIF

Debt Funds

Delivering predictable, structured fixed-income returns through secured lending and private credit strategies targeting established borrowers across India's mid-market landscape.

Definition & Purpose

Debt Funds under Category II AIF primarily invest in debt or debt-like instruments of unlisted companies. Unlike traditional fixed income, these vehicles operate in the private credit market—extending secured or unsecured loans, subscribing to non-convertible debentures, and participating in structured lending arrangements where bank financing is unavailable or insufficient. They provide investors contractually defined returns insulated from public market volatility.

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Focus

Fixed Income/Credit

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Risk Profile

Moderate

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Min. Investment

₹1 Crore

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Tenure

3–5 Years

Key Characteristics

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Secured Lending

Loans are backed by collateral — real estate, receivables, equipment, or promoter pledges — providing a defined recovery mechanism in case of borrower default and significantly reducing capital-at-risk for investors.

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Predictable Returns

Contractual interest payments and fixed repayment schedules provide cash flow visibility superior to equity investments. Target yields typically range from 14% to 20% IRR depending on credit quality, collateral coverage, and structure complexity.

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Senior/Mezzanine Structures

Capital can be deployed across the credit stack — from first-lien senior debt with highest priority in repayment, to mezzanine tranches that offer higher yields in exchange for subordinated security and participation features.

The Debt Fund Lifecycle

Phase 01

Origination

Proprietary sourcing of credit opportunities through NBFCs, promoters, and corporate channels. Rigorous credit underwriting including borrower financials, collateral valuation, and comprehensive legal documentation review.

Phase 02

Deployment

Capital disbursed against signed term sheets and security creation. Ongoing loan monitoring, covenant compliance tracking, and early warning systems for credit stress detection throughout the holding period.

Phase 03

Repayment & Distribution

Scheduled principal repayments and interest distributions to investors. Recycled capital redeployed into new loans during the investment period. Final liquidation and full investor distribution at fund maturity.

Institutional Benchmarks

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Alt. Credit Leader

Edelweiss Alternative Credit

India's foremost alternative credit platform managing over ₹30,000 Cr across real estate credit, corporate credit, and special situations with a deep origination network and structured underwriting framework.

Key Focus

Real Estate, Corporate, Special Sits

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Credit AIF

IndiaBulls Credit AIF

Structured credit fund targeting secured lending to mid-market corporates and real estate developers, offering senior-secured returns with robust covenant protection and first charge security on all underlying assets.

Key Focus

Mid-Market Corporates, Real Estate

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