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Alternative Investment Funds (AIFs) are SEBI-regulated, privately pooled investment vehicles designed for sophisticated investors — HNIs, UHNIs, family offices, and institutional participants. Unlike mutual funds, AIFs operate under a Private Placement Memorandum (PPM) rather than a public offer document, and can deploy capital into strategies and asset classes unavailable in the listed public markets. SEBI classifies AIFs into three categories: Category I — venture capital, infrastructure, SME, and social enterprise funds; Category II — private equity, debt, real estate, and fund-of-funds; and Category III — long-short, hedge, and complex derivatives-driven strategies. Motilal Oswal Asset Management Company (SEBI Reg. No. INP000000670) is primarily a Category III AIF manager, offering equity-only long strategies built on the same QGLP (Quality, Growth, Longevity, Price) framework that underpins their PMS. The minimum investment threshold for any AIF scheme is ₹1 crore per investor as mandated by SEBI.
AIF investing requires a minimum commitment of ₹1 crore. There is no income or net-worth certification requirement, but funds are offered by private placement only — not through public advertisements. We assess your eligibility and introduce you to relevant strategies.
Identify the right AIF category and strategy: MOSL's Cat III AIFs include the Next Trillion Dollar Opportunity (NTDOP), Founders Series, Value Migration, and Hedged Equity Multifactor — each with distinct mandates, risk profiles, and lock-in structures.
Review the Private Placement Memorandum carefully — this covers fund strategy, investment universe, fee structure (management fee + profit share), lock-in period, drawdown schedule, and exit provisions. We walk you through this with you.
Commit capital as per the fund's subscription schedule. For close-ended funds, capital may be called in tranches as investments are identified. Your committed capital is not fully deployed on day one.
Receive monthly NAV statements, quarterly portfolio commentary, and annual audited accounts. AIF exits happen at fund maturity, via secondary market sale, or redemption windows as defined in the PPM.
For investors who have built wealth through equity markets, PMS, or business — and are now looking for strategies beyond the listed equity universe — AIFs represent the logical next step. The key distinction over PMS: AIF structures allow for more sophisticated mandates, including short positions, leverage (Category III), pre-IPO unlisted equity, structured credit, and real estate debt. Motilal Oswal's Category III AIF strategies follow the same QGLP philosophy as their PMS — concentrated, high-conviction, long-only equity — but with a structurally different investor base and regulatory framework. Through Indexis Financial Services, we provide complete onboarding support: PPM walkthrough, KYC documentation, SEBI compliance assistance, and ongoing portfolio communication. Our role doesn't end at subscription — we stay with you through the fund's lifecycle.
Open Free Account NowAIFs are classified by SEBI into 3 categories based on strategy, risk, and asset class. Minimum investment: ₹1 Crore per investor (SEBI mandated). Available by private placement only.
Offered via Motilal Oswal Asset Management Company (SEBI Reg. INP000000670) | QGLP Framework | Min ₹1 Crore | By Private Placement Only
Concentrated portfolio of 20–25 companies set to benefit from India's GDP expansion. Same mandate as the flagship PMS strategy, now in an AIF structure.
Invests in companies led by founder-promoters with significant skin in the game. High-conviction, low-churn, quality-growth focus.
Identifies sectors and companies experiencing structural value migration from old-economy incumbents to new disruptors. Tested through multiple market cycles.
Quantitative long-short strategy using factor models. Generates returns with lower market correlation — suitable for true portfolio diversification.