Blogs
Long-Only AIFs Rebound Sharply in October; Long-Short Strategies Lag Despite Lower Volatility
106 long-only AIFs averaged 3.68% vs 32 long-short AIFs at 2.7%; only 24–31% of funds beat key indices
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5 Key Considerations Before Investing in AIFs in India
Alternative Investment Funds (AIFs) have emerged as a compelling option for sophisticated investors seeking diversification and potentially superior returns. But venturing into AIFs requires a clear understanding of their unique characteristics that go beyond simply knowing what they are and their categories.
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How AIF can help in diversification?
Traditionally, Indian investors have relied on a mix of stocks and bonds to build their wealth. While this approach offers diversification, it can still leave your portfolio vulnerable to market fluctuations. Enter Alternative Investment Funds (AIFs), a dynamic asset class gaining traction for its ability to unlock diversification beyond the realm of conventional options.
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Long-Short AIFs Outperform Again Even as Markets Rebound in September
104 long-only funds shows an average monthly gain of just 0.37 per cent, while long-short AIF category averaged 0.94 per cent
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Stories Fade, Numbers Last: Trends vs Fundamentals
This article is authored by CA Rishi Agarwal, Co-founder & Fund Manager, Aarth Growth Fund
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Navigating the Dichotomies in MSME Investing - Challenges and Opportunities
PMS Bazaar recently organized a webinar titled “Navigating the Dichotomies in MSME Investing - Challenges and Opportunities,” which featured Mr. Rishi Agarwal, Co-Founder and Fund Manager, Aarth AIF.
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Long-Short AIF Strategies Cushion Fall, But Long-Only Funds Trail Benchmarks in August
AIFs struggle as market Volatility weighs on returns; only 13 out of 141 strategies clock positive returns
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The Accreditation Edge: Unlocking the Power of Accredited Investors to make Diversified Investments
PMS Bazaar recently organized a webinar titled “The Accreditation Edge: Unlocking the Power of Accredited Investors to make Diversified Investments,” which featured Mr. Archit Lohia, Founder and CEO of Career Topper Online Education Pvt. Ltd. This blog covers the important points shared in this insightful webinar.
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July tests AIF resilience; Long-short strategies lead relative gains game
Only 44 of 137 AIFs ended positive; long-only funds averaged –1.15%, while long-short peers limited losses to –0.29%
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The Lollapalooza Effect in Investing Through Pricing Power
PMS Bazaar recently organized a webinar titled “The Lollapalooza Effect in Investing Through Pricing Power” which featured Mr. Siddharth Bothra, Executive Director and Fund Manager, Ambit Asset Management. This blog covers the important points shared in this insightful webinar.
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Bridging Performing Credit and Emerging Equity for Balanced Wealth Creation
PMS Bazaar recently organized a webinar titled “Bridging Performing Credit and Emerging Equity for Balanced Wealth Creation,” which featured Mr. Phanisekhar Ponangi, Co-Founder and CIO, MavenArk Asset Managers Pvt Limited. This blog covers the important points shared in this insightful webinar.
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June Brings Steady Gains for AIFs; Long-Only Strategies Maintain Lead
126 of 129 AIFs ended in the green; long-only funds averaged 3.75%, while long-short peers delivered a modest 2.18%
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AIF: What is commitments raised, funds raised and investments made
Alternative Investment Funds (AIFs) have emerged as a dynamic force in the Indian financial landscape.
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128 of 133 AIFs posted gains in May 2025; Long-only strategies beat long-short peers by 400 bps
Long-only AIFs averaged 5.69% returns in May 2025 sharply above long-short peers (1.68%) as broader market strength, FII flows, and sector momentum powered alpha generation
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110 of 123 AIFs Deliver Gains in April; Top Performers Log 5–9% Returns
Long-only AIFs (2.19%) outperformed long-short peers (1.28%) with category average alpha of ~90 bps as macro tailwinds and index gains supported broad-based strategy resilience
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From Highs to Headwinds: How AIFs Performed in FY2025
After an exceptional FY2024, both long-only and long-short AIFs in India faced a tougher market in FY2025, delivering resilient returns against a challenging backdrop.
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AIFs Delivered a Strong Comeback in March 2025 as Markets Rebound
As many as 111 of 120 strategies delivering positive returns, outperforming key indices
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Feb-2025 AIF Performance: Defensive Long-Short Strategies Soften Market Blow
Long-only AIFs averaged -8.70% for the month, while long-short AIFs demonstrated relative resilience, arresting their average category loss at -3.09%
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Debt AIFs vs Equity: The Critical Shift in the Current Market
PMS Bazaar recently organized a webinar titled “Debt AIFs vs Equity: The Shift That’s Transforming Investment Strategies,” which featured Mr. Amit Kansal, Head, Alternate Investments (Fixed Income), Aditya Birla Sun Life AMC. This blog covers the important points shared in this insightful webinar.
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Jan-2025 AIF Performance: Market Pressures Weigh on Returns, Long-Short Funds Outshine
January 2025 was a challenging month for Indian equities, and Category III Alternative Investment Funds (AIFs) reflected broader market headwinds. Several macroeconomic factors—including geopolitical tensions, currency depreciation, and US-led global trade disruptions—contributed to investor uncertainty. Additionally, corporate earnings for Q3FY25 were underwhelming, with the worst earnings downgrade ratio since Q1FY21.
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Singularity on India’s New Fund of Funds: Implications for AIFs and Startup Investments
Singularity AMC, a leading provider of capital and differentiated market access for high-growth assets, shares its perspective on the government’s newly announced ₹10,000 crore Fund of Funds (FoF) and its potential to reshape India’s startup investment landscape.
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AIFs in 2024: Decoding Resilience, Returns, and Art of Alpha Creation
The year 2024 was a pivotal one for India’s alternative investment funds (AIFs), reflecting their enduring appeal to sophisticated investors amidst an evolving economic landscape. Despite facing challenges from a more tempered equity market compared to 2023, AIFs continued to demonstrate their alpha-generation potential.
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AIFs in Dec 2024: Long-Only Funds Shine, Top Fund Gains 56%
Selective stock-picking drives resilience and once again shows it is possible to outshine even in amid market downturn
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AIFs in Nov 2024: Long-Short Funds Outperform Long-Only
Strategic agility and resilience drive the performance of offerings amidst market volatility
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AIF Strategies in October 2024: Long-Short Funds Outperform Long-Only Peers
Long-Short AIFs fall less than benchmarks amid market turbulence
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Market Challenges Reshape AIF Strategies in September 2024
Long-Short category average return at 1.64% vs. 1.60% of Long-Only peers
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AIF August 2024: Cat-III Long-Only Funds Beat Long-Short Peers
The Category 3 AIFs performance divide continued in August 2024, with Long-Only Funds delivering 1.89% average gains compared to 0.99% by Long-Short Funds
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Abakkus Four2Eight Fund: A Deep Dive into India's Growth Potential
This blog summarises the Abakkus Four2Eight Opportunities Fund, based on insights from a webinar titled ‘ABAKKUS FOUR2EIGHT- Mid to Late Stage PE Opportunities Fund’
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AIF Performance: Cat-III Long-Only Funds Lead Market Rally
Category 3 AIFs experienced a performance divide in July 2024. Long-short AIFs lagged, posting an average return of 2.44%. Conversely, Long-Only AIFs thrived, achieving an average return of 4.41%, successfully leveraging positive market trends.
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AIF Performance: Cat-III Long-Only Funds Lead in Bullish June
Category 3 AIFs delivered a mixed bag in June 2024. Long-Short AIFs underperformed, averaging 3.20%. However, Long-Only AIFs outperformed, averaging 7.19% thanks to their ability to capitalise on favourable market conditions.
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AIF Performance: Cat-III Long-Short Funds Outshine in May
Category 3 AIFs showed mixed results in May 2024. Long-only AIFs averaged -0.08% due to market volatility, underperforming market benchmarks. However, some long-only funds did outperform, averaging 0.82% thanks to their ability to manage risk during volatility.
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AIF Performance: Cat-III Long-Only AIFs Outperform in April
The month of April saw AIF bounce back strongly after a relatively moderate showing in March. Key indices were up reasonably during the month. The Nifty TRI was up 1.24% during the month, while the broader market BSE 500 TRI delivered a stronger 3.44%.
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All you need to know about pre-IPO mid-market investments
PMS Bazaar hosted a webinar titled ‘Unveiling Pre-IPO Mid-Market's J Curve Opportunity,’ featuring Nishad Khanolkar, Fund Manager at Pantomath AMC. The webinar delved into various investment strategies and pre-IPO (Initial Public Offering) investment in the mid-market space.
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AIF March 2024: Select Cat-III Long-Only Funds Outperform
Despite a volatile market in March, some Category 3 long-only Alternative Investment Funds (AIFs) surpassed the key benchmarks and delivered robust outperformance. Read to know more about the top performers.
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AIF Performance: Cat-III Long-Only Funds Beat Nifty Rally
In February several category 3 long-only Alternative Investment Funds (AIFs) managed to make significant gains while the markets saw reasonable but modest gains, with standard benchmark indices moving up. The month saw the Nifty rally by 1.32%, while the broader market BSE 500 gained 1.66%.
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A Guide to Alternative Investment Funds
Alternative investment funds (AIFs) are seen as great wealth creators with untapped potential, offering superior returns through various investment strategies and risk management techniques. AIFs invest in diverse areas like real estate, venture capital, private equity, and stressed assets.
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Long-only AIFs sizzle with nearly 9 in 10 funds beating Nifty in January
Equity markets were relatively unchanged in January, with frontline indices not moving much. The unravelling of the corporate earnings season and anticipation around the interim budget meant that the Nifty 50 TRI barely recorded 0.02% returns in the month, while the broader market BSE 500 TRI gave 1.92%. Small caps were back in favour during January after a dull December.
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December 2023: AIFs play it safe with modest returns
The stock market continued from where it left in November, with a steadily strong rally recorded in the month. December saw the markets move ahead as favourable electoral outcomes and global uncertainties on the macro front abated. Large caps came back in favour, while mid and small caps were somewhat lackadaisical in the month.
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Bull markets propel 58 of the 63 category 3 long-only AIFs outperform the Nifty 50 in November
Equity markets zoomed ahead in November as some of the concerns surrounding the rise in global treasury yields and escalating geopolitical tensions abated. There was broad market participation as the frontline blue chip, as well as mid & small cap indices, rallied.
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Amidst the market dip, 44 of the 56 category 3 long-only AIFs outperform the Nifty 50 in October
Alternative Investment Funds (AIFs) put up a fairly robust show during the month of October and most managed to get past standard benchmarks on the returns front, even as the markets correct due to adverse global cues and geopolitical tensions led the indices to lower levels.
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As indices rally, 27 of the 61 category 3 long-only AIFs outperform Nifty 50 in September
Amidst reasonably rallying markets in September, Alternative Investment Funds (AIFs) put up an average fare. Two key Category 3 AIF strategies include long-only and long-short. The long-only strategies invest in local listed companies. They do not have any constraining mandates and are free to adopt any investment style and asset allocation pattern.
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Despite correcting markets, 60 of the 61 category 3 long-only AIFs outperformed Nifty 50 in August.
Alternative Investment Funds (AIFs) are thriving even in volatile and falling markets. Their performance in August is evidence of their resilient showing. During the month, category 3 long-only funds delivered robust returns. There are two key Category 3 AIF strategies, long-only and long-short. The long-only funds invest in domestic listed companies and have a transparent structure, without any restrictions on the investment universe or mandates for specific allocation patterns.
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AIFs score: 53 of 61 category-3 long-only funds outperform Nifty 50 TRI in July.
A rising tide lifts many boats, or so they say. The steady rally in the equity markets that continued in July meant that Alternative Investment Funds (AIFs) in category 3 delivered strongly in the month. Category 3 AIFs are predominantly of two types – long-only and long-short. The long-only funds that invest in listed stocks and are somewhat like mutual funds without attendant constraints are the most keenly followed from an equity perspective.
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Decision-making on investments: The power of women fund managers in the AIF industry
This Blog is an excerpt from an Exclusive Webinar organized by PMS Bazaar, hosting successful women fund managers of the Alternative Investment Industry.
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