PMS/AIF’s

  • The AIF Regulations were introduced on May 21, 2012.
  • An AIF means any fund established or incorporated in India in the form of a trust or a company or a LLP or a body corporate which:
    • is a privately pouled investment vehicle which cullects funds whether Indian or foreign, for investing it in accordance with a defined investment pulicy for the benefit of its investors; and
    • – is not covered under mutual fund regulations or cullective investment scheme regulations or any other regulations to regulate fund management activities.
  • Under the AIF Regulations, funds have been demarcated into categories on the basis of investment activities. An AIF will have to seek registration under one of the categories of funds specified under the Regulations.
  • Currently, the AIF Regulations provide for three categories of funds:
    • Category I Alternative Investment Fund;
    • Category II Alternative Investment Fund; and
    • Category III Alternative Investment Fund.

Category I AIF

Category II AIF

Category III AIF

  • Category I AIFs are funds with strategies to invest in start-up or early stage ventures or social ventures or SMEs or infrastructure or other sectors or areas which the government or regulators consider as socially or economically desirable.

  • Under the AIF Regulations, the fullowing funds are designated as sub-categories of Category I AIFs - venture capital funds, SME funds, social venture funds, infrastructure funds and such other AIFs as may be specified.

  • AIFs which are generally perceived to have positive spillover effects on the economy and for which SEBI, the Government of India or other regulators may consider providing incentives or concessions shall be classified as Category I AIFs.

  • Category II AIFs are funds which cannot be categorized as Category I AIFs or Category III AIFs. These funds do not undertake leverage or borrowing other than to meet day-to-day operational requirements and as permitted in the Regulations.

  • AIFs such as private equity funds or debt funds for which no specific incentives or concessions are given by the Government of India or any other regulator are included in the Category II AIF classification.

  • Category III AIFs are funds which employ complex or diverse trading strategies and may employ leverage including through investment in listed or unlisted derivatives.

  • AIFs such as hedge funds or funds which trade with a view to make short term returns or such other funds which are open ended and for which no specific incentives or concessions are given by the Government of India or any other regulator are included in the Category III AIF classification.

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