Archives: AIF Views
Alpha Alternatives MSAR AIF
STRATEGY The ‘Multi Strategy Absolute Return’ Fund aims to deliver a Gross IRR of 13-14% translating into 8-9% Net IRR (post-tax, post fee). Focussed on two asset classes: Commodities and Equity. Commodities (Agri and Metals): Arbitrage strategy to capture pricing inefficiencies between spot and futures markets (due to maximum permissible limits in a single … Read more
PropShare Real Estate Fund I
STRATEGY PropShare Real Estate Fund I is a strategy that aims to benefit from the commercial property boom in India with a focus on rental yield and capital appreciation at the exit. Annual Rental Yield (pre-tax): 7-9% — distribution on monthly or quarterly basis Target IRR: 17-20% Investment Horizon for a property: 3-5 years Fund Tenure: … Read more
Edelweiss AIF Crossover – Series III
STRATEGY INVESTMENT PROCESS LATE-STAGE PE and IPO BLEND IPO MARKET IPO market activity has increased substantially PE IN IPO MARKET FEE STRUCTURE INVESTMENT TEAM
True Beacon AIF View
PMS Background True Beacon was established in early 2019 by Nikhil Kamath. Nikhil Kamath is very well known for his Bangalore-based unicorn Zerodha, India’s largest stockbroking platform. The AMC is built on client alignment through a zero-standing fee model. The AMC serves UHNI and HNIs. PMS Investment Philosophy True Beacon takes a long-term, defensive approach.