AIF

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AIF, or Alternative Investment Fund, refers to an investment pool that includes non-traditional assets like private equity and hedge funds. These funds cater to accredited investors seeking diversification beyond conventional investment avenues, offering potential higher returns along with increased risk. AIFs are subject to regulatory frameworks to safeguard investor interests.

AIF Investment Approaches

1. Alchemy Capital: Alchemy Leaders of Tomorrow.

2. ICICI Prudential Asset: ICICI Prudential Emerging Leaders Fund .

3. Motilal Oswal Asset:

•Motilal Oswal Growth Opportunities Fund

•Motilal Oswal India Excellence Fund

•Motilal Oswal Next Trillion Dollar Opportunity Fund

•Motilal Oswal Hedged Multifactor Equity Fund

•Motilal Oswal India Excellence Fund

•Motilal Oswal Vision 2030 Fund

4. Nippon India Alternate Investments:

•Big Switch

•Financial Services

•India Millennial Opportunity

•The Next Billion

•The 5 Trillion Dollar Opportunity

•Champions of the 21st Century

•Reimagine India Opportunity

5. Sundaram Alternate Asset: Sundaram Atlas

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Sundaram Alternatives – High Yield Secured Real Estate Fund IV (CAT II AIF)

  • Key Underwriting Philosophy:

    Downside protected investments by low LTVs, cash flow priorities and regular coupons to de-risk

    Multi layered security structures designed toincentivize timely repayments

    Returns by way of coupons, redemption premiums,dividends, and / or equity warrants in select cases

    Exits via

    Self-liquidating assets / projects

    Upside case exits from pre-repayments, expected to be a feature of the boo

    Secondary sales of listed and unlisted debentures tointerested private lenders.

  • Fund Manager

    Arjun Sarkar

    Manoj Mahadevan

  • Locations

    Predominantly South India – Tamil Nadu, Karnataka, Telangana, Kerala, Andhra Pradesh

    Opportunistic Investments – Mumbai & Pune

  • Security Structure

    Mortgage of underlying project land / development rights

    Escrow of project receivables

    Pledge of shares / Guarantee (corporate / personal) of borrowing entity, as applicable

    Post-dated cheques

    Key covenants on sales, liquidity events, project costs, etc. to ensure close asset monitoring.

  • Deal Tenors

    ~3-4 years (lower average durations)

    Repayment scheduleTypically, quarterly repayments Moratoriums: ~6-18 months Predominantly amortizing; selectively repayments, redemptions

    • Source - The aforesaid Content/Data/Details are as provided by Sundaram Alternates (SEBI Registration no. – IN/AIF2/17-18/0340). JMFS is a distributor of this product. Please read the Disclosure document and agreement carefully before availing the aforesaid services to get more insight about the services and to understand the nature of investment and the various risk factors mention therein. Also refer the Disclaimer at the end of this presentation. "For existing customer only and not for circulation"

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